Michelle Jackson is a Senior Vice President and Private Wealth Advisor for Capital Group Private Client Services. Michelle works directly with high net worth individuals and their families to design customized plans for protecting and growing their wealth, often over multiple generations. She also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.
Prior to joining our organization in 2019, Michelle served as an executive director and regional sales manager at Morgan Stanley. Earlier in her career, she was a managing associate at John Hancock in Sarasota, Fla., and as a financial advisor with Prudential Securities in New York City.
Michelle received her BBA in international finance and marketing from the University of Miami and has also earned the CFP®, CPWA® and CIMA® designations. She has a passion for educating investors in a variety of continuing education programs, has mentored women through ING-Girls Inc., has served as Treasurer’s mentor for college women managing finances and has been involved with Dress for Success initiatives.