Edward Jones - Financial Advisor: Missy Carlson, CFP®
Why pick this one
Missy Carlson at Edward Jones specializes in wealth strategies and is accepting new clients with over $750,000 to invest.
Best for
- clients focusing on retirement income strategies
- individuals navigating loss of spouse
- women investors
Look elsewhere if
- clients with less than $250,000 to invest
- those needing immediate transaction-based services
Specialties
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Women Investors
- Navigating Loss of Spouse
- Divorce Finances
Certifications
- CFP®
- AAMS®
What makes them different
- Accepting New Clients
- Serves clients with $750,000
- Community Outreach involvement
- Serves
- Cornelius
Distilled from this business's own website.
Contact & Location
- Address
- 17824 Statesville Rd Ste 112, Cornelius, NC 28031
- Phone
- 7049485549
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- Missy.Carlson@edwardjones.com
Services
- financial advising
- investment management