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portrait of Carol S Trueg
FINANCIAL ADVISOR

Carol S Trueg

8160 W Union Hills Dr Ste 204, Glendale, AZ 85308opens in a new window
CallSend Me a Message

About Carol

When I was in college, my stockbroker brother-in-law tried to talk me into pursuing a position on the Chicago Board of Trade. I disappointed him when I instead opted to impact the future by being a high school teacher and coach, then a principal and a superintendent. My years in education were very satisfying, as they allowed me to establish incredible relationships and to experience the thrill of the "aha" moment when students finally understood difficult concepts.

Fast forward several years and add in a cross-country move, and I found myself ready for a new challenge that would leverage my...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • New Investors
  • Wealth Strategies
  • Portfolio Reviews

Work History

  • Edward JonesJanuary 2020 to Current

Education

  • University of IowaMaster of Arts

Team Members

  • Teri Norman
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 03:00PM
Tue 07:00AM - 03:00PM
Wed 07:00AM - 03:00PM
Thu 07:00AM - 03:00PM
Fri 07:00AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings

Phone

(623) 825-2878

Fax

(877) 335-9508

Office Address

8160 W Union Hills Dr Ste 204
Glendale, AZ 85308opens in a new window

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