I have been a financial advisor with Edward Jones since 2013. Prior to becoming a financial advisor, I worked as a human resources manager, a role in which I frequently saw people retire without clear plans. That experience inspired my career change and has fueled my desire to help others secure their financial futures.
Having experienced the Covid 19 pandemic in 2020, I realize more than ever why it is so important for families to obtain good advice, have a flexible plan and balance today's needs with tomorrow's concerns. In my own experience, having lost both parents at age 21, the plans they set in place helped to provide me with financial security and a solid foundation. My passion is to help investors to feel confident they are putting the right strategies to work so they can realize their dreams for fun, family and for the future, including being prepared for any "what ifs" that come along!
The established process I use to build personalized financial strategies for my clients is designed to help achieve their unique goals. I take the time to truly get to know my clients on a personal level and understand their goals and concerns.
I am a dedicated financial advisor who is committed to serving my clients throughout their entire lives. I love my job because it offers an opportunity to help people in all stages of life.
Outside of Edward Jones, I volunteer with the Northborough Food Pantry, Beaumont Nursing Home and St. Rose of Lima Church. I also serve as a Court Appointed Special Advocate for victimized children with The Casa Project. I enjoy golfing, traveling, finding solace in the beauty of nature and spending time with my family.
My Personal Interests
- Wine Collecting/Enthusiast
Office Address386 West Main Street
Northborough, MA 01532
Phone NumberCarol A Crowley at (508) 393-5195
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