portrait of Sue Carney

About Sue

As an Edward Jones financial advisor, I help my clients "Live the Life They Imagine" by offering goals-based advice and personalized financial strategies. I begin the process by investing time to understand your values, your dreams and what matters most to you and your family. Working together, we can then build a comprehensive portfolio to help you achieve your financial goals including:
• Retirement saving and income strategies
• Estate and legacy planning
• Saving for education
• Insurance needs
• Planning for major purchases

After 20 years of advising individuals and businesses on how to best manage their budgets, investments and strategic plans, I came...

Focus Areas

  • New Investors
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Charitable Giving
  • Estate & Legacy Strategies

Work History

  • Edward JonesJune 2012 to Current

Personal Interests

  • Outdoor Enthusiast
  • Sports Enthusiast
  • Volunteering
  • Traveling
  • Pets

Team Members

  • Cecelia Valentine
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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