Allowing someone into the world of your finances can be deeply personal. At Edward Jones, we understand this and have built our business by treating our clients as we would want to be treated. Each person has a unique set of circumstances, that's why we take the time to get to know you and your family, so that we can develop an investment strategy that works for you. Whether you need to save for a child's education, protect your family's future or plan for retirement, I can help.
During our one-on-one meetings, we will venture through this process together; assessing your individual needs, developing achievable goals and implementing tailored solutions for your customized investment strategy. Oh, and we will have some fun while we do this because I love to laugh and enjoy life! I am dedicated to being there with you for every step and to celebrate your journey.
As a financial advisor in Taylor since 2017, my priority is to educate and empower you as we partner to help make your dreams a reality. I believe in building personal relationships to foster trust and understanding is the utmost priority. I am passionate about helping you prepare, organize, manage, build and transfer your wealth using cost-efficient progressive strategies.
I enjoy being an integral part of the community and I am involved with the Greater Taylor Chamber of Commerce as the ambassador's chair along with the Taylor Area Business Women, serving as the publicity officer.
I grew up next door to my grandparent's ranch in Rockdale and loved having Sunday dinners with the whole family. I have an energetic 1-year old son, Raylan, who loves life in the country and of course, dirt. I also enjoy running, hiking, floating the river and shooting my compound bow.
My passion is to help my clients be good stewards of their finances.
If you don't have a financial strategy or would like to review your current one, I offer complimentary consultations and would welcome the opportunity to hear from you.
- New Investors
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Portfolio Reviews
- Retirement Income Strategies
- College Savings
My Personal Interests
- Spending Time with Family
- Animal Rescue
Office Address602 W 2nd Street
Taylor, TX 76574 opens in a new window
Phone NumberCarol VanderDys at (512) 352-6604
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