As a financial advisor, I will personally invest in you before I ask you to invest with me. We will partner with my network of accountants, attorneys and other professionals, to uncover the most appropriate financial strategies for you and your family to reach your goals, protect your assets and transfer your legacy. I best serve busy professionals, philanthropists, engineers and athletes, who value a high level of service and wish to leverage the research and tools available at Edward Jones. My practice is centered around multigenerational planning, which is a comprehensive approach to understanding the specific needs of each of my clients and the effects of their planning on their legacy. Your piece of mind is my priority and the core focus of my business.
I grew up in Georgetown, MA, attended Worcester Polytechnic Institute and graduated with distinction with a bachelor's degree in electrical engineering. After a successful career in technology, I graduated from Bentley University with distinction with a master's degree in finance prior to joining the firm.
I live with my husband, James, son, Joseph, daughter, Sophia, and our two Jack Russell Terriers, Duke and Duchess in Chester, NH, where I have built my business. We are philanthropists who enjoy the simple life of camping, staying active and being involved in the community as coaches and at our church. I sit on the board of non-profits, our church finance council as well as the WPI electrical and computer engineering advisory council.
I look forward to the opportunity to understand what is most important to you, keeping you informed on current trends as well as coaching you and keeping on track to meet your goals. As we navigate through our established process to build a personalized strategy, you will feel confident that you have addressed, or will have addressed, all facets of your financial strategy.
My Personal Interests
- Personal Fitness
- Vintage Cars
Office Address164 Plaistow Rd Suite B
Plaistow, NH 03865
Phone NumberCarla A Beck at (603) 378-2795
|Mon||09:00AM - 04:00PM|
|Tue||09:00AM - 04:00PM|
|Wed||09:00AM - 04:00PM|
|Thu||09:00AM - 04:00PM|
|Fri||09:00AM - 04:00PM|
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