At Edward Jones, we focus on serving the financial needs of investors of all ages and financial means. Sonja, the Branch Office Administrator, and I have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
I will develop a solutions-based approach tailored to your goals, working with your CPA, attorney and other professionals as needed.
I first came to Edward Jones as a client. As a young investor, I knew I should save and invest but didn't have the time to do it myself. I was busy working and raising a family. My Edward Jones financial advisor at the time led me through the process of what needed to be done to safeguard my financial future. I knew I was in trusted hands. I never expected to be downsized at work, so I had some life decisions to make. I knew it was now my turn to help others prepare for and protect their financial futures, so I became a financial advisor.
Serving as a financial advisor has truly made a difference in the lives of our clients. It has given families options they didn't think they had like sending kids to college, choosing when to retire or leaving a legacy.
I am originally from Wisconsin and have been in Phoenix more than 30 years. I obtained the professional designations of CRPS™ (Chartered Retirement Plan Specialist™) and AAMS™ (Accredited Asset Management Specialist™). I also serve as an Edward Jones field trainer. Sonja, my Branch Office Administrator, is a Minnesota native. She enjoys playing golf and riding her horses. Sonja also came to Edward Jones as a client first.
We value personal relationships based on a deep understanding of your unique financial needs. We know what it feels like to be on the other side of the desk, so we are dedicated to providing you the highest level of service possible!
We welcome the opportunity to talk about how we might serve you. Call us at (623) 516-7755 to schedule your complimentary appointment today.
- Retirement Savings Strategies
- Wealth Strategies
- Business Retirement Plans
- New Investors
My Personal Interests
- Community Outreach
Phone NumberCarolyn M Berenger at (623) 516-7755
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