My first experience with Edward Jones was as a client. I was a small business owner at the time and with the help of a local Edward Jones financial advisor, we set up a company retirement plan for my employees and myself. After selling my business in 2007, I transitioned back into the investment field as an Edward Jones financial advisor myself.
My previous careers as a business owner and an educator have empowered me to work closely with clients and learn what is most important to them. I help make the process of investing simple and easy to understand. This is to help ensure my clients feel empowered in their decision making as we work toward their individual goals.
I came to Edward Jones as a client because of the positive experience I had. I have stayed with Edward Jones as a financial advisor for over 13 years and will finish my career here because I am able to put my clients' needs first and help them work towards their financial freedom.
Our team has worked hard to make sure we can provide our clients with exceptional service. I have an established process to help our clients identify their goals and to help keep them on track as we partner together throughout their lifetime.
I welcome the opportunity to learn more about you and what is important to you and your family. It all starts with a conversation – please give me a call if you would like to visit.
Phone NumberCarolyn S Zurn at (952) 946-1048
|Mon||09:00AM - 04:30PM|
|Tue||09:00AM - 04:30PM|
|Wed||09:00AM - 04:30PM|
|Thu||09:00AM - 04:30PM|
|Fri||09:00AM - 03:00PM|
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