Kimberly A. Carroll

About Kimberly A. Carroll

Welcome to our Edward Jones practice, where thoughtful planning begins with listening and relationships are built on trust. With more than 35 years in financial services, I\'m committed to a simple but powerful mission: to inspire, educate and empower the individuals and families we serve. Every recommendation is guided by one principle — putting clients’ interests first.I work with individuals, families, and business owners—including those approaching or living in retirement—who seek clarity and confidence in their finances. Many are navigating life transitions such as retirement, inheritance, the sale of a business, career change, divorce or the loss of a spouse. I am especially passionate about supporting women through change, helping them move forward with strength and financial understanding.Our comprehensive financial planning brings structure and clarity to your financial life. Because financial planning is an ongoing process, strategies adapt as life changes. We integrate investment management, retirement income planning, protection strategies, education funding and legacy planning into a coordinated strategy aligned with your values. We also collaborate closely with your CPA and estate planning attorney to ensure every element of your financial life works together today and for generations to come.Our team approach is central to the experience we provide. Alongside my husband and fellow financial advisor, Sean Carroll, our senior branch office administrators, Coleen Callahan and Marcelle Peterson—known for their warmth and attention to detail—create a welcoming and thoughtful experience. From the moment you walk through our doors, you\'ll feel welcomed and at ease. Exceptional service lives in the details and we are committed to delivering a distinctive client experience. Sean and I, along with our daughters Kat and Clare, have proudly called North Attleboro home for over 25 years. We are active in the Greater Attleboro community through the North Attleboro-Plainville Rotary, our local parish, THRIVE Downtown Attleboro, and the Alzheimer\'s Association. Family, faith, education and service guide our lives. Outside work, we enjoy travel, music, and restoring our 1890s farmhouse. We believe strong foundations build strong families and communities. If you seek trusted guidance through life\'s financial seasons, we would be honored to instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Mar 2016 — Present

   We inspire, educate and empower our clients to feel understood, informed, and in control of their financial journey. By organizing, building, and protecting assets, and by establishing wealth transfer strategies, we help clients leave a legacy for those they cherish most.Visit us online: Learn more about how we empower clients to achieve financial wellness: Series 7, 66 and SIE registered in MA, RI, CA, CT, FL, HI, NH, NY, NC, OH, TX, VTLife, Accident and Health licensed in MA, RI

Education

• Bridgewater State University

  Bachelor of Science, Accounting and Finance

  1987 — 1989

• America's Best Defense Martial Arts

  Candidate for First Degree Black Belt, Mixed Martial Arts, Focusing in Krav Maga and Muay Thai

  2008 — 2014

• Lesley University

  Master of Education

  2008 — 2010

Skills

• Retirement
• Finance
• Management
• Financial Planning
• Wealth Management
• Mutual Funds
• Series 7
• Retirement Planning
• Insurance
• Investments
• Relationship Management