Joanna Carr, Financial Advisor

FINANCIAL ADVISOR
Joanna F Carr

CFP®, AAMS®
3200 Trent Rd, New Bern, NC 28562opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Insurance & Annuities

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Heather Retzler
    Registered Branch Associate
  • Amy Morales
    Branch Office Administrator
    FPQP®
  • Caleb Brumbaugh
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(252) 638-5013

Fax

(877) 540-5520

Office Address

3200 Trent Rd
New Bern, NC 28562opens in a new window

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