Edward Jones
Michelle Bertram is a seasoned financial professional with extensive experience in account management and financial advising. Currently serving as a Financial Advisor at Edward Jones since May 2018, Michelle previously worked at Old Republic Risk Management, Inc., in various roles including Account Executive and Senior Account Manager from June 2002 to December 2017, managing day-to-day casualty insurance needs and annual renewals. Prior experience includes a role as Senior Account Manager at Legion Insurance Company from September 1997 to June 2002, overseeing accounts and handling reinsurance placement. Michelle holds a Bachelor of Business Administration (BBA) in Accounting and a Master of Business Administration (MBA) from the University of Wisconsin - Whitewater.
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Edward Jones
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Edward Jones serves nearly 7 million investors from more offices than any other investment firm in America. They attribute a great deal of their success to our principles and personal, long-term approach to investing.