As a financial advisor with Edward Jones, I love listening and understanding to who and what's most important to you. It's also important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals. Then we coordinate with your CPA, attorney and other key professionals to help make your strategy as comprehensive and as easy on you as possible. Billie and Heather, my branch office administrators, and I deliver highly personalized care to each of the families we serve through proactive contacts including thorough, in-depth reviews at least annually.
You may desire help organizing and consolidating assets after changing jobs or retiring. Or, maybe you're focused on creating a consistent, tax efficient income stream in retirement. It could be that you are wanting to build your wealth and create strategies to protect what you've saved from long-term care expenses and taxes so you can leave more to those you love. Whatever your focus, I want to understand it and help you achieve it!
Just a little about me: I joined Edward Jones in 2010 after completing my MBA at Campbell University. By holding the series 7 and 66 registrations, along with my insurance license, I'm best able to serve you. Over the past decade, I’ve become a limited partner with the firm. I’ve been able to help other advisors start their careers and teach them how to best serve their clients. In 2020, I was awarded a unique opportunity with an invite to Barron’s Top Women Advisor Summit program.
During my free time, I love playing with my two boys, Cooper and Waylon, baking or taking a good road trip with my husband, Ben.
- Retirement Income Strategies
- Intergenerational Planning
- Wealth Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Insurance & Annuities
Office Address3200 Trent Rd
New Bern, NC 28562
Phone NumberJoanna F Carr at (252) 638-5013
|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|
- Web Conferencing
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