Edward Jones Financial Advisor - Chad McMichael

Edward Jones Financial Advisor - Chad McMichael Member SIPC. I became the first to establish a successful Edward Jones practice in the community. As a family, we enjoy traveling, golf and tennis.

My career with Edward Jones began shortly after graduating from Campbell University's renowned dual-degree program, where I earned an MBA, a bachelor's degree in trust and wealth management, and a minor in financial planning. With over a decade of experience, this unique educational foundation has provided me with a distinct perspective on understanding and managing clients' financial needs, which

I further enhanced by earning my CFP® certification to offer a more comprehensive approach. In recognition of my work, I was recently named to the Forbes Next Gen Best-in-State Wealth Advisors* list for Virginia:

- Ranked #12 in 2025
- Ranked #17 in 2024
- Ranked #21 in 2023

Having grown up in Northern Virginia, I recognized that affluent families and business owners in South Riding, VA, were underserved, without a local financial advisor. During my time at Campbell, I met my wife and best friend, Lourdes, who also leads a thriving Edward Jones practice in Potomac Falls, VA. Both of us competed at the Division 1 level - Lourdes played tennis, and I played football. We are now proud parents of two wonderful children, Luka, born in 2023, and Skylar, born in 2024. Our success is supported by an experienced and dedicated team. Tammy Pierce, with over 25 years in the financial industry, is an essential part of our practice, ensuring our clients receive the highest level of service. She resides in Centreville, VA, with her husband and son and enjoys family time, walks and attending hockey games. To further support our growing practice, we welcomed Preetha Gopi Kumar, who brings a wealth of experience in corporate finance, mortgages and investments. She lives in South Riding, VA, with her husband and daughter, and enjoys music, traveling and cooking. Together, our team delivers a collaborative and client-centered experience, offering exceptional service to meet your financial goals.

*Forbes Top Next-Gen Wealth Advisors Best in State, published in August each year, research by SHOOK Research LLC, data as of March of the same year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

Stay connected to your financial advisor and goals, all in one secure location.
08/05/2026

Stay connected to your financial advisor and goals, all in one secure location.

You may have mis-typed the URL or simply clicked on a broken link or QR code. Bitly links are CAse SeNsiTivE, so double check that everything is correct and try again.

08/04/2026

2026 has been a very eventful year so far, and it’s only half over. Senior Global Investment Strategist Angelo Kourkafas discusses the financial outlook and five key views for the rest of 2026.

Watch the full episode: https://bit.ly/4w4OANk

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, sugge...
08/03/2026

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, suggesting that investors increasingly want evidence that AI spending is translating into durable revenue and earnings growth. While interest rates may remain higher for longer, resilient economic growth, strong corporate earnings and broader participation across sectors continues to support equities.

Brian Therien, Investment Strategist, explains what this means and how this could impact investors in the latest Weekly Market Wrap.



https://bit.ly/4bqdH5U

07/30/2026

One thing I've learned from working with clients is that people's experiences with today's economy can look very different.

While headlines and economic data provide important context, the conversations I'm having often reveal a more personal perspective on financial confidence, concern and opportunity.

That's why I found the insights in Edward Jones' Pulse of North America series so valuable.

🔍 In this discussion, Edward Jones Senior Economist James McCann and Financial Advisor Daniel Klug explore the K-shaped economy and the different ways households are experiencing the current environment.

📊 Among the findings from research conducted in partnership with Gallup:
• 8 in 10 Americans report some level of financial stress or uncertainty.
• More than half fall in the "conflicted middle" – making financial progress while remaining concerned about what's ahead.

▶️ Watch the full conversation: https://bit.ly/45ys2K6

Source: Gallup & Edward Jones, Money and Meaning: Understanding Financial Fulfillment, 2026.

You’ve poured your heart and soul into your business. But are you ready for what comes next?Whether your goal is to reti...
07/28/2026

You’ve poured your heart and soul into your business. But are you ready for what comes next?

Whether your goal is to retire with confidence, ensure your loved ones are cared for, or pass along what you've spent years building to the next generation, having a solid financial plan can make all the difference.

As a financial advisor with the Certified Exit Planning Advisor®️ designation, I help business owners think through their next big chapter. If you're ready to start the conversation, I'd be glad to help.

Renewed U.S.–Iran tensions are driving oil prices higher, bringing inflation concerns back into focus and raising questi...
07/27/2026

Renewed U.S.–Iran tensions are driving oil prices higher, bringing inflation concerns back into focus and raising questions about whether the Federal Reserve may need to adjust its approach.

Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and how they could impact investors in the latest Weekly Market Wrap: https://bit.ly/4pDTG1v

07/26/2026

If you’re diving into the world of investing, you may want to learn more about mutual funds — an opportunity for investors to group money together and buy stocks, bonds and other investments “mutually.” Ready to learn more? Let’s chat.

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To see the power of long-term saving, enter the initial investment amount, an estimated rate of return and how long you ...
07/24/2026

To see the power of long-term saving, enter the initial investment amount, an estimated rate of return and how long you plan to save. [EDJ2021]

Understand the potential for growth. Visualize the power of long-term saving and investing by using Edward Jones' investment calculator.

One of the biggest retirement-related decisions you'll make is when to start Social Security. And it isn't one to take l...
07/22/2026

One of the biggest retirement-related decisions you'll make is when to start Social Security. And it isn't one to take lightly – Social Security is one of the most valuable retirement assets you have.

Determining when to claim Social Security benefits can be a key factor in your retirement plan. Learn about how Social Security benefits work and factors to consider when making your claiming decision.

If you’ve ever felt like you’re doing “fine,” but still a little uneasy about the future, you’re not alone.A recent Wall...
07/21/2026

If you’ve ever felt like you’re doing “fine,” but still a little uneasy about the future, you’re not alone.

A recent Wall Street Journal article shared findings from our research with Gallup showing that 51% of Americans are living in this “financial middle,” feeling steady for now, but aware how quickly things could shift.

What I find encouraging is that people who feel financially fulfilled are 4.3x more likely to have a financial advisor. Because having someone to help you think through decisions and build a plan can bring a lot more clarity and confidence.

Read the full article here: https://bit.ly/4yEQY03

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

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24805 Pinebrook Road Suite 210
South Riding, VA
20152

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