I began working with Edward Jones as a financial advisor at the beginning of 2020. My decision to open a practice in Fort Worth was one that culminated over a 15-year career in the investment industry at competitor firms. While my previous experience extends to equity portfolio management, economic and investment research, comprehensive wealth planning, directing investment strategy in the Southwestern US and consulting to financial advisors, the most rewarding aspects I could never achieve in a corporate leadership role.
For too long, I tried to help financial advisors offer the best solutions to their clients from the top down. While many times improvements were made, oftentimes, it was overlooked because of the extra effort required to do so. 15 years ago, I entered this industry because my heart was called to positively impact people in an area of their life that offers many distractions. My heart remains the same, but I felt I was being called to impact the bottom line in people's lives, not the bottom line of a corporation.
My team will strive to know what is most important to you and together, we will build a tailored solution that fits the uniqueness of your life.
While I am not serving clients, my wife, Amber, and I enjoy being involved in our two daughters' all-star cheerleading and our son's many interests that include flag football and robotics.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Socially Conscious Investing
My Personal Interests
- Coaching Sports
- Spending Time with Family
- Culinary Arts
Phone NumberMichael R Chavez at (682) 250-5142
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