Michelle Padilla

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Freeland, WA 98249

Credentials

Series 66

Industry experience

2 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Family Business Multi-generational wealth transfer ESG / Sustainable investing

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

Work history

Edward Jones

2024 - Present (2 years)

Merrill Lynch

2023 - 2024 (1 year)

Bank of America NA

2018 - 2023 (5 years)

Opus Bank

2016 - 2018 (2 years)

Bank of America

2005 - 2016 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Cody M

Series 63, Series 66

Mukilteo, WA

Fidelity

Cody Martinell is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He partners with clients and their families to build and maintain customized plans that address controllable financial and emotional risks. He has been with Fidelity Investments since 2013, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. His experience spans a variety of positions within the company, providing him with a broad understanding of financial advising. Cody holds a California Insurance License.

Wealth management

Ryan S

Series 66

Mukilteo, WA

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Inheritance planning College savings (529s, UTMA, etc.)

Brent S

CFP®, Series 66

Mukilteo, WA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer Military & Veterans Newlywed/Engaged

Vick G

CFP®, Series 63, Series 65

Mukilteo, WA

Fidelity

Vick Guo is a Financial Consultant at Fidelity Investments, a position held since 2023. He brings over a decade of experience in the financial industry, having previously worked as a Premier Banker at Wells Fargo Bank from 2013 to 2023 and as a Financial Service Professional at New York Life Insurance Company from 2011 to 2013. Vick holds a CA Insurance License and is a CERTIFIED FINANCIAL PLANNER™. He specializes in comprehensive family financial planning, assisting individuals and families with retirement planning and wealth building strategies aimed at achieving long-term financial security. Vick holds an MBA in Finance and a bachelor's degree in Accounting, underpinning his thoughtful and relationship-driven approach to client service. Outside of his professional work, Vick enjoys cooking and baking, fishing, and exploring culinary experiences as a foodie.

General retirement planning Wealth management Young Families Parents

Darin E

Series 63, Series 66

Mukilteo, WA

Edward Jones

College savings (529s, UTMA, etc.) General retirement planning Wealth management

Doug M

Series 66

Mukilteo, WA

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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