Michelle Jackson of Capital Group is a member of XPX Atlanta

Michelle Jackson

Senior Vice President

Atlanta, Georgia

Professional Profile

Call Me When

Call Me When... Do you have clients who are re-thinking their financial goals, or perhaps even their life and wealth goals, as a result of the pandemic, market volatility, or a liquidity event?

Contact Method

Profession

  • Wealth Manager
  • Professional Certifications

    CPWAu00ae (Certified Private Wealth Advisor), CFPu00ae (Certified Financial Planner), CIMAu00ae (Certified Investment Management Analyst)

    Functional Expertise

  • Capital markets
  • Fiduciary
  • Finance
  • Investments
  • Philanthropy
  • Retirement
  • Business Focus

    Capital Group

    Transition Planning Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Health/Pharma/Biotech
  • Media and Entertainment
  • Non-profit
  • Software/Internet
  • Travel/Recreation/Leisure
  • Client Results

    Membership

    Atlanta Individual

    Member Since

    Member for 2 Years

    Sponsorship Type

    Chapter Leadership Role

    Member Engagement Co-Chair

    Why I'm a Member of XPX