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Andy Carlson
Business Name:
Edward Jones
Business Description:
Wealth manager offering services on planning and saving for retirement, investments and education savings. Whether it be funding your IRA, rolling over a 401k due to retirement or a job change, setting up a 529 account for your child, or putting together your retirement roadmap, I am here to help you every step of the way.
How Business Creates Value:
I like to understand what is important to you. From there, I'll use our established process to build personalized strategies to help you reach your goals. Then, I'll partner together with you throughout your life to ensure you stay on track.
How Member Creates Value:
I come across a variety of people each day. I always am looking for opportunities to refer business to other professionals.

Credentials

  • Series 7 and 66 licenses
  • California Insurance License
  • TEAM Member Since 2018

Experience

  • Edward Jones, Financial Advisor: February 2017-present
  • Commodities Trader, VP of Non Ferrous Trading: January 2008-August 2014