Carlos E Mendoza

My career as a financial advisor began because of the high level of personal service I received from Edward Jones as they helped with the 401(k) for the company that I owned. I knew that I wanted to be a part of a company that was truly client centered and cared deeply about building and growing relationships.

Like many of my clients, my life is a compilation of the decisions I've made. I understand what it's like to start your own business and to work for both small businesses and large multi-national organizations in entry level and leadership roles. My wife and I have been happily married for 24 years and we know what it's like to think ahead to retirement and help our three children navigate their futures.

I believe in continued education and seek opportunities to improve my knowledge base. I also believe in teamwork and wish to surround myself with other professionals, colleagues and friends that share my beliefs and values. Each of these facets of my life serve as valuable resources for me to better serve my clients and to create personalized strategies to identify and achieve their goals.

I am fulfilled every day as I meet one on one with clients to fully understand their current financial situations and what is important to them so that we can partner together to develop a systematic, personalized approach to meet their short- and long-term goals. My goal is to always act in the interest of my clients.

Fluent in Spanish, I enjoy working with clients in the Hispanic community. As a former business owner, I love helping other small business owners who want to invest through their company. I especially take pleasure in working with individual investors who are serious about developing a workable financial strategy for retirement, protection or their legacy.

I delight in giving back to the community that I love by working with and sitting on a number of local boards including the Madison Chamber of Commerce and the Hispanic Business Alliance. I am excited to serve as the Alzheimer's Association Coordinator for our Edward Jones region and serve as the Executive Leadership Committee Chair for the North Alabama Alzheimer's Association.

My Branch Office Administrator, Melissa Riley, and I strive to treat every person with kindness. If you don't have a financial strategy, I offer complimentary consultations. Let's start the conversation.