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Carlyn Bouchard
Senior Wealth Strategist @Edward Jones Us
Phoenix, AZ, US
EMAILS
c••••••••@edwardjones.com
MOBILE NUMBERS
+14•••••••99
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WORK HISTORY
Mar 2025 — Present
Senior Wealth Strategist @Edward Jones Us
Scottsdale, AZ, US
EDUCATION
2020 — 2022
University of Arizona, James E. Rogers College of Law
Master of Legal Studies (MLS)
N/A
University of Arizona
Bachelor of Law
SKILLS
Retirement Planning Specialist - Qualified PlansInformation TechnologyEtfsCfsBusiness Succession PlanningEstate Planning StrategiesCrm DatabasesWeb DesignMicrosoft OfficeInvestment AdvisorySeries 66Pension Distribution PlanningAdult EducationCustomer ServiceSeries 7Series 63Wealth ManagementFixed IncomeRetirement PlanningInsurance Needs AnalysisInvestmentsRetirementInvestment StrategiesAlternative InvestmentsEmployee Benefit StrategiesAsset Allocation StrategiesLong Term CareMutual Fund StrategiesSecuritiesPublic SpeakingCollege Planning StrategiesAnnuity StrategiesFinancial ServicesAsset AllocationMutual FundsEquitiesWealth Management Services
ABOUT CARLYN BOUCHARD
Senior Wealth Strategist with a passion for helping individuals and families build…
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