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.

Your team at Edward Jones works like a great pit crew. We anticipate, prepare and move with purpose, so you can focus on...
06/03/2026

Your team at Edward Jones works like a great pit crew. We anticipate, prepare and move with purpose, so you can focus on what's ahead. We all work together to keep your financial life on track, so you can keep moving toward your goals.

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meanin...
06/03/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

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

Caring for an aging loved one can mean juggling doctor visits, navigating paperwork and adapting to evolving financial n...
06/02/2026

Caring for an aging loved one can mean juggling doctor visits, navigating paperwork and adapting to evolving financial needs. But you don’t have to manage it on your own. I can help you plan for the long term so you feel confident in the decisions you’re making. If this sounds helpful, I’d would be happy to walk through your options.

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4wYhVLa

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one ...
05/31/2026

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one consultations tailored to your team's unique needs.

Your employees deserve financial knowledge that builds confidence and reduces stress.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

Choosing someone to carry out your wishes when you are unable is an important decision. Before you appoint anyone, take ...
05/30/2026

Choosing someone to carry out your wishes when you are unable is an important decision. Before you appoint anyone, take these factors into consideration.

Choosing a trustee or executor? 6 key questions to askwww.edwardjones.com/us-en

05/29/2026

There is an old adage that says, "sell in May and go away." But should investors take that approach this year? Principal, Head of Investment Strategy Mona Mahajan discusses market strategy and what to consider before trying to time the markets.

Watch the full episode: https://bit.ly/4u4fpQW

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients ...
05/28/2026

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients to create strategies that fit their lives and their goals. Ready to get started? Let’s talk.

Financial fulfillment begins with understanding your full picture. When your everyday money and long‑term goals are view...
05/27/2026

Financial fulfillment begins with understanding your full picture. When your everyday money and long‑term goals are viewed side by side, it can bring greater clarity. That perspective can make it easier to decide what comes next — on your own terms.

All your finances viewed in one place with Edward Jones®️ Everyday Solutions Checking and Credit Cards powered by U.S. Bank®️.

Learn more: https://bit.ly/4wYzxqo

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4dxHvPC

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24805 Pinebrook Road Suite 210
South Riding, VA
20152

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