I joined Edward Jones as a financial advisor over 25 years ago. Since then, my team and I have partnered with families and business owners to design strategies to help them reach their long-term financial and life goals. We believe that the key to successful investing is to develop a long-term strategy that can help you flourish over the arc of your financial life.
In 2019 I was honored to win the firm’s Spirit of Caring Award, designed to recognize advisors who exemplify the values, culture and spirit of giving back. In 2020 and 2021, I was invited to attend the Barron's Women Summit, which brings together the industry's most accomplished women advisors.
In 2022 I received the Accredited Behavioral Finance Professional™, or ABFP™, professional designation from the College of Financial Planning®. The ABFP™ designation is the first financial advisor-focused behavioral finance designation from an accredited college or university, where financial professionals learn behavioral finance skills to enhance their emotional competencies and client interactions.
My branch team consists of two Senior Branch Office Administrators who are devoted to ensuring every client feels welcomed and valued – Dolores Sylvain, has been partnering with me for over nine years and Cecelia Kirchman, has been with me for over five years. Both are dedicated to providing you with the highest level of service possible.
In addition, there are thousands of people, along with advanced technology, to support our office, so that we can help ensure you receive the most current and comprehensive guidance. We also welcome the opportunity to partner with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy. Every strategy we offer and every solution we recommend is based on what is most important to you.
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Charitable Giving
My Personal Interests
- Personal Fitness
- Spending Time with Family
Phone NumberCarla M Palamone at (301) 694-7770
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
- Web Conferencing
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