portrait of Joanna F Carr

About Joanna

My work is very personal. I see my clients as individuals with unique situations that require customized solutions, and I get tremendous joy by being of service to them.

My goal is to help you create the financial success you never even dreamed was possible! What drives me is the return on life you can gain through your wealth strategy. My day is made when I get to help young families confidently grow their retirement while building their future together; or when I work to guide people as they transition from a corporate career into a fulfilling retirement.

I start by...

Focus Areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Insurance & Annuities

Work History

  • Edward JonesMay 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Campbell UniversityMaster of Business Admin
  • Mount Olive CollegeBachelor of Business Admin

Team Members

  • Heather Retzler
    Registered Branch Associate
  • Amy Morales
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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