Work History
Edward Jones
Edward JonesJanuary 2014 to Current
FINANCIAL ADVISOR
Darcy I Wolfe
CFP®, AAMS™
3129 Tiger Run Court, Suite 112, Carlsbad, CA 92010opens in a new window
Focus Areas
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
- Intergenerational Planning
About Darcy
What is important to you? Do you have plans, goals, passions? Dedicated to serving the needs of the serious, long-term investor, I strive to get to know you, understand your goals and develop individualized strategies to help you reach them.
In 2014, I joined Edward Jones as a financial advisor, where I knew that mutual trust and personal relationships were held dear. I opened my Carlsbad office in 2015 and was joined by my business partner and branch office administrator, Kathy Slemp, in the fall. I serve our firm as a field trainer and on our regional leadership team, where I...
In 2014, I joined Edward Jones as a financial advisor, where I knew that mutual trust and personal relationships were held dear. I opened my Carlsbad office in 2015 and was joined by my business partner and branch office administrator, Kathy Slemp, in the fall. I serve our firm as a field trainer and on our regional leadership team, where I...
Work History
Edward Jones
Edward JonesJanuary 2014 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Education
US Naval Academy
US Naval AcademyBachelor of Science
Education
US Naval Academy
US Naval AcademyBachelor of Science
Personal Interests
- Skiing
- Golfing
- Wine Collecting/Enthusiast
- Traveling
- Volunteering
Team Members
Cynthia MartinSr. Branch Office Administrator- Kathleen SlempSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Location
CarlsbadFor 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.
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