Carlyn Bouchard
Sr. Wealth Strategist at Edward Jones Generations
- Role
- Senior Wealth Strategist at Edward Jones Us
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Carlyn Bouchard
Senior Wealth Strategist with a passion for helping individuals and families build…
Experience
Senior Wealth Strategist
Mar 2025 — Present · Scottsdale, AZ, US
Education
University of Arizona, James E. Rogers College of Law
Master of Legal Studies (MLS)
2020 — 2022
University of Arizona
Bachelor of Law
Skills
- Retirement Planning Specialist - Qualified Plans
- Information Technology
- Etfs
- Cfs
- Business Succession Planning
- Estate Planning Strategies
- Crm Databases
- Web Design
- Microsoft Office
- Investment Advisory
- Series 66
- Pension Distribution Planning
- Adult Education
- Customer Service
- Series 7
- Series 63
- Wealth Management
- Fixed Income
- Retirement Planning
- Insurance Needs Analysis
- Investments
- Retirement
- Investment Strategies
- Alternative Investments
- Employee Benefit Strategies
- Asset Allocation Strategies
- Long Term Care
- Mutual Fund Strategies
- Securities
- Public Speaking
- College Planning Strategies
- Annuity Strategies
- Financial Services
- Asset Allocation
- Mutual Funds
- Equities
- Wealth Management Services
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