MICHELLE PARKER

We believe it’s important to spend time to understand what's most important to you and what you’re trying to achieve before making any decision regarding your life savings. Working closely with you and your professional team, we can help determine the most appropriate financial strategies for you and your family. We want to be a partner in your life.
As a lifelong resident of the Peoria, Illinois, area, I began my career as a financial advisor in 1996, opening the first branch office in East Peoria after earning a finance degree from Bradley University in 1993. I also received the CFP® certification from the Certified Financial Planner Board of Standards in 2020 and carry the CEPA®, or Certified Exit Planning Advisor®, designation, so that I can support the additional complexities of small/medium business owners and their families. I'm thrilled to have been selected as a Forbes Top Wealth Advisor Best-In-State in Illinois in 2025.*
I reside in Morton, Illinois, with my husband, Matt. Our son currently resides in Atlanta, Georgia. We keep active in our community, serving on the Kids' Muddy Madness for St. Jude committee and also enjoy traveling and spending time with friends and family.
My client support team, Tina Haynie (registered branch associate) and Edward Boudreaux III (branch office administrator), have many years of experience and are dedicated to providing you with the highest level of service possible. We strive to solve problems you didn't know you had.
Relationships are a key focus for us, and we meet clients when and where it’s convenient — face to face or virtually — in order to best partner with you to achieve your goals.
*2025 Forbes Top Wealth Advisors Best-In-State in Illinois, published February 2025, research by SHOOK® Research LLC, data as of September 2024. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
We believe it’s important to spend time to understand what's most important to you and what you’re trying to achieve before making any decision regarding your life savings. Working closely with you and your professional team, we can help determine the most appropriate financial strategies for you and your family. We want to be a partner in your life.
As a lifelong resident of the Peoria, Illinois, area, I began my career as a financial advisor in 1996, opening the first branch office in East Peoria after earning a finance degree from Bradley University in 1993. I also received the CFP® certification from the Certified Financial Planner Board of Standards in 2020 and carry the CEPA®, or Certified Exit Planning Advisor®, designation, so that I can support the additional complexities of small/medium business owners and their families. I'm thrilled to have been selected as a Forbes Top Wealth Advisor Best-In-State in Illinois in 2025.*
I reside in Morton, Illinois, with my husband, Matt. Our son currently resides in Atlanta, Georgia. We keep active in our community, serving on the Kids' Muddy Madness for St. Jude committee and also enjoy traveling and spending time with friends and family.
My client support team, Tina Haynie (registered branch associate) and Edward Boudreaux III (branch office administrator), have many years of experience and are dedicated to providing you with the highest level of service possible. We strive to solve problems you didn't know you had.
Relationships are a key focus for us, and we meet clients when and where it’s convenient — face to face or virtually — in order to best partner with you to achieve your goals.
*2025 Forbes Top Wealth Advisors Best-In-State in Illinois, published February 2025, research by SHOOK® Research LLC, data as of September 2024. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
, hs_object_source_label=IMPORT, url_slug=michelle-parker, lname=Parker, designations=[CEPA, CFP-2], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20APRIL%202022/PARKER-MICHELLE-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass-APRIL-2022.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394775, hs_was_imported=true, state=Illinois, id=2835732133, advisor_type=Financial Advisor, designations__text_=CEPA, CFP, custom_page_title=Exit Planning Institute - Find a CEPA | Michelle Parker, member_profile_approval_flag=true, email=michelle.parker@edwardjones.com, associated_contact_record_id=9726751, website=https://www.edwardjones.com/us-en/financial-advisor/michelle-parker, markets_served=Business Owners, High net worth, Retirees & Pre-retiree segments, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20APRIL%202022/3809_Parker_CEPA-Certificate-2022-April.pdf, is_editable=editable, pending_profile_information=, url_slug_2=michelle-parker, impersonate_user_url=https://exit-planning-institute.org/member-detail/michelle-parker?impersonation=true, user_profile_updates_pending_epi_team_review=false, full_name=Michelle Parker, hs_lastmodifieddate=1746634954080, phone=(309) 694-7044, company_name=Edward Jones, hs_object_id=2835732133, name=Michelle, associated_resources=0, hs_object_source=IMPORT, hs_object_source_user_id=44511833, postal_code=61602, hs_updated_by_user_id=49327279, status=Published}- Advisor Type: Financial Advisor
- Website:
https://www.edwardjones.com/us-en/financial-advisor/michelle-parker - Phone: (309) 694-7044
- City: Morton
- State: Illinois
- Postal Code: 61602
- Country: United States
- Designations: CEPA, CFP
- Markets Served: Business Owners, High net worth, Retirees & Pre-retiree segments
- Company Name: Edward Jones
MICHELLE PARKER

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
