Caroline A Whitlock

Caroline A Whitlock

AAMS®
22125 SE 237th Street Suite 104 Maple Valley, WA 98038 call Caroline A Whitlock at (425) 413-0882
Request an Appointment


My father worked on the North Slope of Alaska while I was growing up – it was during the oil boom years of the 1970's and we had enough money to live comfortably. However, when my mother became sick with cancer, our world changed. While we had always been able to afford what we wanted, my parents didn't have a financial plan or know what to do if something should happen to either of them. I watched my father struggle to pay the bills and learn how to navigate life without my mom. I now work at Edward Jones to help make sure this does not happen to my own family or to my clients.

I serve individual investors, families and businesses throughout Puget Sound, including Black Diamond, Maple Valley, Enumclaw, Kent and Seattle. My primary focus is female investors that want to be engaged in the investment process and are interested in making good financial decisions. I also work with professionals, primarily in the fields of education and medicine. They don't need to have investing experience but are in a stage of life where they understand the value of investing and working towards a goal.

I was born in Calgary, Alberta and raised between there and Anchorage, AK. My husband works for Boeing, while our two children work at the University of Washington Hospital and Costco. I love to paddleboard, ski, do fun runs with friends and family, and volunteer at the Black Diamond Community Center. Prior to joining Edward Jones, I worked for MetLife Capital Corporation in Bellevue as their senior cash manager, and then while raising my children, I spent 28 years teaching math and French to high school students.

My upbringing showed me that money can give you freedom, but unforeseen circumstances can change everything. Most importantly, I've learned you can prepare for your future and still enjoy today if you have strategies in place to help make it happen. I'm committed to empowering my clients so they can enjoy life with confidence and comfort.

Focus areas

  • Wealth Strategies
  • New Investors
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

My Personal Interests

  • Outdoor Enthusiast
  • Traveling
  • Camping
  • Sports Enthusiast
  • Volunteering

Office Information

Office Address

22125 SE 237th Street Suite 104 Maple Valley, WA 98038

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat 08:00AM - 02:00PM
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Connect on Social

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More