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Sean C

Series 63, Series 66

Attleboro, MA

Edward Jones

Sean Carroll is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Empower Retirement for seven years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Kimberly C

Series 63, Series 65, Series 66

Attleboro, MA

Edward Jones

Kimberly Carroll is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large national network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Business succession planning Inheritance planning Founder/Business Owner Women Professionals
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