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Thomas C

CFP®, Series 66

Brunswick, ME

Edward Jones

Thomas Carr is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He is based in Brunswick, ME. Outside of his advisory role, he is the owner of Carr Real Estate Investments LLC. Edward Jones is a wealth management firm that serves over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm supports its clients through a nationwide network of advisors and branch offices and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Peter L

Series 66

Brunswick, ME

Edward Jones

Peter Lowell is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Blackhawk Network Inc for six years and at CashStar for four years. He is based in Brunswick, ME. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment options, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Inheritance planning Founder/Business Owner Intergenerational Families
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