I was raised modestly on a farm in Iowa and have worked since I was 12 earning money to put myself through college. After college, I started my career in financial services in institutional bond sales. I moved on to a small asset manager and worked with fixed income and equity management. I also helped with marketing for the firm. That all led me to Merrill Lynch, where I started working with high net worth individuals.
In 2009, I joined Edward Jones for a variety of reasons. Mainly, Edward Jones stands out from other firms because of how truly client centered we are and how deeply we care about and serve our clients. Our one-on-one approach creates a comfortable environment where our clients feel that we fully understand what is most important to them and will act in their best interest.
Our clients can expect a high level of service and personalized approach. I create tailored solutions to help solve the needs of our clients and delight in helping others set goals and gain a sense of control over their future. I enjoy getting to know my clients and how unique each one is – as are their financials goals and needs. The role of financial advisor is the perfect combination of all my past experiences and passion.
I have been married for 29 years and have raised three children who are all through college and out working in life. I am fiercely proud of my family and enjoy spending time with them traveling, being outdoors and celebrating life. I also like to play tennis, run, do yoga and play the piano.
I hold my Series 7, Series 65, insurance, life and health licenses. I have worked in several mentor capacities while at Edward Jones and I'm inspired by the people I am so fortunate to work with and meet.
- Portfolio Reviews
- Wealth Strategies
- Insurance & Annuities
- Socially Conscious Investing
- Entrepreneurs & Business Owners
My Personal Interests
Phone NumberJoan M Carlson at (434) 984-0345
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