As your Edward Jones branch team, we believe it's important to invest our time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do. We also work with small business owners in evaluating their business retirement plans and their transition strategies.
In 2008, I joined Edward Jones as a financial advisor, opening the firm's fourth branch office in Plant City. I received the AAMS® professional designation in 2012. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agrees to pursue continuing education.
My wife, Erika, and I have our daughter, Norah, and a rescued dog named Ava. We have lived in Plant City since 2004. We enjoy traveling, boating and being involved in Norah's school.
I stay actively involved in the Plant City community. My volunteer activities include the Plant City Elks, Plant City Chamber of Commerce, including being on the 2016/2017 leadership team, Bruton Memorial Library Board and the Collegiate Center at my daughter's high school where I help students find grant and scholarship opportunities.
My branch office administrator, Rayanne Haynes, is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
- Business Retirement Plans
- Retirement Income Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
Phone NumberLuke Carvalho at (813) 752-9765
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 04:00PM|
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