Broker Check
Michelle Jones

Michelle Jones

Financial Planner, Investment Advisor Representative

Michelle started in the Financial Service realm in 1998, working within the Investment Banking Services for the first five years of her career. She then went on to work the next eight years for American International Group (AIG). There, Michelle worked for a large local Hospital as the retirement specialist, and has remained very passionate about educating people regarding the need for retirement planning. Michelle believes the accumulation phase of retirement is just as important as the distribution phase of retirement. Michelle moved on to become an Independent Investment Advisor, joining LPL Financial in 2012. After Michelle's husband was diagnosed with terminal cancer, (10 years ago) her passion grew to include Estate Planning. Michelle works with several local Attorney's and CPAs, to assist clients in preparing their legacy financial planning. 

 After 12 years as a sole independent Investment Advisor, Michelle began an extensive search to find just the right firm to join.  After meeting the team at Core Financial Group and realizing our core values and ethics were a match, Michelle didn't waste any time joining our team and moving her entire practice to Cetera Advisors. 

*Michelle holds her Series 7, 63, 65, 66 as well as her Life and Disability Insurance licenses.

 When Michelle is not at work, you will find her with her husband of 30 years, together with their grandchildren, adult children and extended family &/or friends, either glamping in their RV, boating at Lake Chelan, snowmobiling in the Cascades, dirt biking in Central Washington or just going up in the Wenatchee National Forest in her Jeep.