Caroline Whitlock, Financial Advisor

FINANCIAL ADVISOR
Caroline A Whitlock

CFP®, AAMS™
1502 Cole St, Enumclaw, WA 98022opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • New Investors
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

About Caroline

My father worked on the North Slope of Alaska while I was growing up – it was during the oil boom years of the 1970's and we had enough money to live comfortably. However, when my mother became sick with cancer, our world changed. While we had always been able to afford what we wanted, my parents didn't have a financial plan or know what to do if something should happen to either of them. I watched my father struggle to pay the bills and learn how to navigate life without my mom. I now work at Edward Jones to...

Work History

  • Edward JonesAugust 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Walden UniversityMaster of Science
  • Pacific Lutheran UniversityBachelor of Arts

Personal Interests

  • Outdoor Enthusiast
  • Traveling
  • Camping
  • Volunteering
  • Swimming

Team Members

  • Krista Anderson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

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