portrait of Tom Carr

About Tom

When you decide to work with our practice, we start by finding out what's important to you. Then we use an established process to build a personalized strategy to help achieve your financial goals. Finally, we work together for the rest of your life to help you stay on track.

I am inspired by the best teachers I had growing up — they were all able to take complex ideas and make them simple. My goal each time we meet is that you leave feeling both comfortable and confident in your financial choices. Comfortable because you know what you have and...

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Portfolio Reviews

Work History

  • Edward JonesOctober 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of MaineBachelor of Science

Team Members

  • Kathy Reed
    Sr. 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 - 04:30PM
Sat Closed
Sun Closed

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