My work is very personal. I see my clients as individuals with unique situations that require customized solutions, and I get tremendous joy by being of service to them.
My goal is to help you create the financial success you never even dreamed was possible! What drives me is the return on life you can gain through your wealth strategy. My day is made when I get to help young families confidently grow their retirement while building their future together; or when I work to guide people as they transition from a corporate career into a fulfilling retirement.
I start by understanding your priorities and determining your level of risk. Then we build a strategy that strikes a balance and focuses on achieving your long-term wealth objectives. And we'll make adjustments along the way when life's events happen.
As a CERTIFIED FINANCIAL PLANNER™ professional, I use my broad and deep wealth management knowledge to bring you financial clarity. My CFP® designation identifies me as your financial partner, ready to provide the help you need to develop and maintain your wealth initiatives.
As your partner, I will collaborate with your CPA, attorney and other key professionals as needed. With their input, I'll help you build an efficient, comprehensive, customized wealth strategy suited to your individual needs and goals. Annually, I will meet with you to conduct an in-depth strategic review of your financial strategy. The annual review plus proactive contacts throughout the year ensure you are on track, informed and confident that your strategy works for you as your life, family, and desires change.
I joined Edward Jones in 2010 after completing my MBA at Campbell University. Experience has taught me that the best way to serve my client is by listening to you and respecting your goals. So, anytime you'd like to speak to me, call the office, and I will make the time. When you call or stop in the office, you'll meet Heather, Miranda or MaryAnn. They are the smiling voices you'll hear on the phone and the smart minds working behind the scenes to support your financial journey.
As I try to find balance in the strategies that support your goals, I also like to live a balanced life with my family. I thank my husband, Ben, and my two young sons, Cooper and Waylon, for grounding me with love and wonderful road trip adventures.
- Retirement Income Strategies
- Intergenerational Planning
- Wealth Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Insurance & Annuities
Office Address3200 Trent Rd
New Bern, NC 28562 opens in a new window
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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