I believe that it’s important to understand what clients are working toward, before offering them investment advice. I listen, care and wholeheartedly dedicate myself to helping my clients achieve their definition of financial success. Relationships are key, and in our view, meeting face to face builds strong relationships. My branch office administrators, Patty Hoffie and Leslie Cunigan, are dedicated to providing you with the highest level of service possible. Patty and I became partners in 2004, with Leslie joining our team in 2019.
I began my Edward Jones career in 2003, became a limited partner in 2011 and since that time, I have served in various key leadership roles. We have also been honored as one out of the firm's more than 18,000 financial advisors to earn the Jack Phelan award in 2019 for exceptional achievement in building client relationships. But really, I'm most proud of how we've been able to help our clients over the years.
I serve a diverse range of clients with wide-ranging goals. My clients often come to me during times of transition, such as retirement, receiving an inheritance or planning for their legacy. I enjoy the challenge of developing complex financial strategies in collaboration with other professionals like my clients’ accountants and attorneys.
I grew up in Cecilia, KY, served in the Army and now reside in Elizabethtown with my wife, Jenafier, and our two daughters, Alyssa and Alexsey. I enjoy serving our community through a range of organizations, from The Animal Refuge Center and Performing Art Center to Valley Creek Baptist Church. In my leisure time, I enjoy traveling, hiking, Packers football and strolling through antique malls.
My Personal Interests
- Spending Time with Family
- Animal Rescue
Phone NumberJC Carroll at (270) 765-5844
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