Edward Jones - Financial Advisor: Bart Carmichael, CFP®|ChFC®|AAMS®

Services Offered

• Retirement planning
• Education savings
• Tax-efficient investing

About

Bart Carmichael is a financial advisor based in Charlotte, North Carolina, affiliated with Edward Jones. He specializes in retirement planning, education savings, and tax-efficient investment strategies. As a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS®), Bart provides personalized financial guidance through face-to-face consultations. His practice focuses on helping individuals and families achieve their financial goals and prepare for significant life events.

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