As an Edward Jones financial advisor with almost 20 years of industry experience, I understand the importance of trust and a personal investment of time when it comes to investing your money. It’s important for you to trust the person who will handle your money. More so, it is important that you trust your investment with a financial advisor who has extensive training, knowledge, years of experience and a professional passion for helping people. I have a substantial history and excellent track record in establishing trusting relationships with my clients and in the community. I work diligently to understand and know what my clients are working toward before we invest your money and will work closely with you to help manage the level of risk necessary for you to reach your short-term and long-term goals.
You may be saving to help put kids through private school, saving college money for children or grandchildren, planning for a retirement or just seeking to protect your financial future for you or your loved ones. Whatever your goal is or are, we will work together to develop specific strategies, monitor your progress and help you stay on track to meet your goals. Our branch team is dedicated to providing you with the investment guidance and customer service that you expect to receive from your investment team.
And together, we will not be doing this alone. A team of people at home office and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. Whether it's a matter of working with your family members, your legal team or other trusted professionals, we can deliver a comprehensive strategy that creates teamwork. At Edward Jones, our goal is your goal; to work together to develop a complete, tailored strategy that helps you meet your financial goals.
- New Investors
- LGBT Finances
- Intergenerational Planning
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Portfolio Reviews
My Personal Interests
- Community Outreach
- Home Theater
- Health & Nutrition
Phone NumberCarol Otters at (562) 425-1048
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