Edward Jones - Financial Advisor: Missy Carlson, CFP®

Services Offered

• retirement planning
• education savings strategies
• investment management
• tax-efficient investing

About

Missy Carlson is a Certified Financial Planner (CFP®) and financial advisor based in Cornelius, North Carolina. She provides investment guidance and financial planning services, focusing on retirement preparation and education savings strategies. Missy emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice serves individuals and families looking to make informed decisions about their financial futures.

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