Edward Jones - Financial Advisor: Carlee Rose, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management

About

Carlee Rose is a Certified Financial Planner (CFP®) and financial advisor based in Morristown, Tennessee. She provides a range of financial services including retirement planning, education savings strategies, and investment management. Carlee emphasizes the importance of face-to-face conversations to understand her clients' financial goals. She serves individuals and families looking for personalized financial guidance to help them achieve their long-term objectives.

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