Charles Carroll
Financial Advisor
- Role
- Financial Advisor at Edward Jones Investment Co
- Location
- North Haven, CT, US
- LinkedIn followers
- 500 followers
About Charles Carroll
As an Edward Jones financial advisor, I help successful professionals, retirees and…
Experience
Financial Advisor
Jul 2024 — Present · Middletown, CT, US
As an Edward Jones financial advisor, I help successful professionals, retirees and business owners make informed decisions about their wealth in order to lead meaningful lives. This includes helping my clients take care of themselves as well as the people and causes they care most about. My team follows an established process that begins by taking time to fully understand my clients\' unique story, purpose and aspirations. Working closely with the client, their CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for my clients.Our holistic process addresses five key areas- Investing that aligns with your risk and goals- Enhancing your wealth through tax mitigation and income strategies in partnership with your tax professional- Planning for transferring your wealth, either within or outside your family- Giving to maximize your impact
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