Carla Capasso-Stonecipher, Financial Advisor

Focus Areas

  • Business Retirement Plans
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Special Needs Financial Considerations
  • Manufacturing Professionals

About Carla

I strive to provide a professional approach that feels comfortable as an old friend. My core competencies lie in investment strategies and multigenerational family wealth. I am dedicated to developing tailored investment solutions that align with my clients’ aspirations. My mission is to empower clients through personalized financial strategies. I strive to integrate diverse perspectives into our long-term approach, ensuring that our organization’s culture of trust and integrity is upheld in every client interaction. My approach combines a deep understanding of market dynamics with a commitment to ethical, client-centered service.

Personally, I am Mom to six kids (ages 15-24), a...

Work History

  • Edward JonesMay 2024 to Current
  • Bank of America, N.A.May 2023 to May 2024

Personal Interests

  • Archery
  • Backpacking
  • Canoeing
  • Community Outreach
  • Hunting

Team Members

  • Danielle Bryant
    Sr. Branch Office Administrator

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Office Information

Hours

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

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