portrait of Carlos J Britos
FINANCIAL ADVISOR
Serving clients of all asset levels
CallSend Me a Message

About Carlos

I am fortunate to have a great career with Edward Jones, a firm which enables me to apply my passion to assist individuals, small businesses and families find their way to enduring financial success. It's a blessing to be able to do what I love, so please reach out and connect. Whether you are looking to protect the wealth you have built up or develop and grow wealth, I enjoy both conversations and can help bring new and fresh ideas to consider.

I'm always happy to have a conversation about any my four favorite "F" words: Food, Family, Fitness and...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Military Professionals & Veterans
  • New Investors
  • Portfolio Reviews

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Cycling
  • Health & Nutrition
  • Martial Arts
  • Chess

Team Members

  • Donna West
    Sr. Branch Office Administrator

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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