After spending 17 years in various positions within the corporate world, I began my career with Edward Jones in 2018. What drew me to Edward Jones was the firm's culture, family centered values and their number one priority of putting the client’s best interest first. The Edward Jones philosophy mirrors my personal values, which include integrity, ethical behavior, recognition for hard work and the importance of building relationships with clients and co-workers.
I truly believe that this career at Edward Jones is where I was meant to be. I have always had a heart for helping people, as well as a vision of running my own business in my hometown. At Edward Jones, I can live out that dream. Nothing makes me more excited than the prospect of partnering with the people in my community to help them achieve their financial goals, whether it’s for retirement, education, estate and legacy strategies or other investment needs.
I am committed to understanding what is most important to my clients. Along with my team of financial professionals, we will utilize our established process to build personalized strategies that align with your goals. We will partner with you through the years to help you stay on track to meet those goals. With your permission, we can work together with your CPA, attorney and other trusted professionals, always keeping your information confidential.
Outside of working at Edward Jones, I'm very involved within my community. I'm a member of our local Chamber of Commerce and Zonta, a local service organization that helps with women and children in need.
In my spare time I love spending time with my husband of over 20 years, my three children, two dogs and one cat. We love boating, camping and running our kids around to all of their activities. If there is a sporting event in town, you can count on us being there, either as a player, parent or just a spectator.
- Retirement Savings Strategies
- Business Retirement Plans
- New Investors
- Portfolio Reviews
- College Savings
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Art & Theater
Office Address251 Bridge Park Dr Suite 109
Charlevoix, MI 49720
Phone NumberCarrie L Titus at (231) 547-3852
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:00PM|
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