I grew up as a little girl going to my parents' Edward Jones offices and watching them make a difference in the community and their clients' lives and wanted to have the same impact in my community. I began my career as a financial advisor with Edward Jones in 2015 in Bellevue, WA. Marja Crowe and I have partnered together for the past seven years to help our clients so they can have their financial dreams come true.
I graduated from Washington State University and received my AAMS® designation in 2018. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
Additionally, I have earned the CRPC® designation. This advanced training program focuses on the pre- and post-retirement needs of individuals. Study topics include principles of retirement planning, sources of retirement income, employer-sponsored plans, deferred compensation plans, plan distributions, investment strategies during retirement and planning for incapacity, disability and long-term care.
I am passionate about serving the community of Bellevue professionally and volunteering with many great organizations, such as Jubilee Reach and Liberty Road Foundation. I also serve as a board member for the Watumull Family Children's Fund that is focused on education for children in countries like Kenya and India.
My husband, Peter, and I have been happily married for nine years and enjoy traveling the world together. I come from a large Egyptian Family and love spending time with my family. My favorite destinations are Egypt, France, Italy and Turkey.
Focus areas
- Intergenerational Planning
- Retirement Income Strategies
- Wealth Strategies
- Divorce Finances
- Employee Stock Options
- Estate & Legacy Strategies
My Personal Interests
- Community Outreach
- News & Media
- Movies & Entertainment
- Scuba Diving
- Spending Time with Family
Office Information
Phone Number
Andrea N Michaels at (425) 643-2049- Marja Crowe
- Sr. Branch Office Administrator
- Caroline Buchanan
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
- Marja Crowe
- Sr. Branch Office Administrator
- Caroline Buchanan
- Branch Office Administrator
Branch Team
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