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Carter Spearry, Financial Advisor

FINANCIAL ADVISOR
Carter J Spearry

166 Fairview Avenue Suite D, Westwood, NJ 07675opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Divorce Finances
  • Portfolio Reviews
  • New Investors
  • Entrepreneurs & Business Owners

About Carter

I believe your money should serve your purpose, not the other way around. Helping clients maximize their potential to serve their purpose and achieve life goals with confidence is the essence of what we do.

As an Edward Jones financial advisor, I have the privilege of developing long-term relationships centered around building wealth, preparing for the future and leaving a legacy. We act as a sounding board for our clients, using an established process to bridge the gap between what can be controlled and what matters most.

When working with individuals and families, my team and I commit to:
• Communicating proactively to...

Education

  • Boston CollegeBachelor of Arts

Personal Interests

  • Volunteering
  • Spending Time with Family
  • Sports Enthusiast
  • Personal Fitness
  • Cooking

Team Members

  • Gabriela Ioselevich
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(201) 722-0362

Fax

(888) 212-8246

Office Address

166 Fairview Avenue Suite D
Westwood, NJ 07675opens in a new window

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