Skip to Main Content
portrait of Carrie L Titus
FINANCIAL ADVISOR

Carrie L Titus

CFP®, CRPC™
251 Bridge Park Dr Suite 109, Charlevoix, MI 49720opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Carrie

After spending many years in the corporate world, I began my career with Edward Jones in 2018. What drew me to Edward Jones was the firm's culture, family centered values and their number one priority of putting the client’s best interest first. The Edward Jones philosophy mirrors my personal values, which include integrity, ethical behavior, recognition for hard work and the importance of building relationships with clients and co-workers.

Nothing makes me more excited than the prospect of partnering with the people in my community to help them achieve their financial goals, whether it’s for retirement, education, estate and legacy...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Healthcare Professionals

Work History

  • Edward JonesMarch 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Grand Valley State UnivBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering
  • Art & Theater
  • Football

Team Members

  • Kris Way
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

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 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(231) 547-3852

Fax

(877) 509-0869

Office Address

251 Bridge Park Dr Suite 109
Charlevoix, MI 49720opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More