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portrait of Carolyn S Zurn
FINANCIAL ADVISOR

Carolyn S Zurn

7825 Washington Ave S, Ste 620, Bloomington, MN 55439opens in a new window
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About Carolyn

My first experience with Edward Jones was as a client. I was a small business owner at the time and with the help of a local Edward Jones financial advisor, we set up a company retirement plan for my employees and myself. After selling my business in 2007, I transitioned back into the investment field as an Edward Jones financial advisor myself.

My previous careers as a business owner and an educator have empowered me to work closely with clients and learn what is most important to them. I help make the process of investing simple and easy to understand. This...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Retirement Savings Strategies

Work History

  • Edward JonesApril 2008 to Current

Education

  • Univ of Wisconsin,La CrosseBachelor of Science

Team Members

  • Jennifer Smith
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(952) 946-1048

Fax

(866) 462-5570

Office Address

7825 Washington Ave S
Ste 620
Bloomington, MN 55439opens in a new window

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