My first experience with Edward Jones, and what initially drew me to a career here, was the culture and environment they created for their clients and their employees.
Shortly after graduating from University of Wisconsin-LaCrosse with a degree in finance and marketing, I began my career with Edward Jones. I have been a financial advisor since 2010, and it has been an honor to serve our clients and the community for over 10 years.
As a financial advisor, I have also been afforded the opportunity to further my responsibility within the firm. I have served as a leader of our female financial advisors, along with being a coach to other branches in the area. I also became a limited partnership in 2018. In addition, I have been honored to be named to the 2022 FORBES Top Women Best-In-State Wealth Advisors*.
My family and I reside in Racine. We enjoy watching baseball and dance, and we spend the summer weekends boating. We also have a Labradoodle that loves to play.
I am fortunate to have Roxanne Schold as my Senior Branch Office Administrator. We take pride in providing highly personalized service and are dedicated to providing our clients with the highest level of care possible. In everything we do, we want to align our services to help meet your specific goals and needs. Please contact me to get started.
*2022 Forbes Top Women Best-in-State Wealth Advisors in Wisconsin, awarded February 2022, research by SHOOK® Research, LLC. data as of September 2021. Compensation provided for using, not obtaining, the rating.
- Retirement Income Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Divorce Finances
My Personal Interests
- Personal Fitness
- Scuba Diving
- Spending Time with Family
Phone NumberCarly J Dreger at (262) 554-8704
- Web Conferencing
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