As a mom to three boys, I have had lots of experience organizing, creating systems that work for everyone and streamlining processes to be as effective and efficient as possible.
As an Edward Jones financial advisor, I take those same skills and use them to ensure that you are able to reach the goals that are important to you. The process begins by getting to know you and your priorities so that we can tailor the systems in a way that will work for your everyday life. I also put a great deal of effort into understanding your personal comfort level with how we put your money to work for you, because I believe it is vital to helping you successfully reach your goals.
Whether you're planning for retirement, saving for college for your children or grandchildren or doing your best to protect the financial futures of those who are most important to you, we can get you on track to do each of those things efficiently and effectively. The best part is we will actively monitor your progress toward those goals to keep you on track or help make necessary adjustments. Throughout the entire process, you can count on our top-notch service to take care of you.
You will always deal directly with me as your financial advisor, and our branch office administrator will help you take care of any administrative tasks. In addition, thousands of Edward Jones professionals are also working to provide you with the most current and comprehensive guidance. That allows us to partner with you and your attorney, CPA, or other trusted professional relationships, to deliver a comprehensive strategy that leverages the best of each individual's expertise.
Together, we can streamline your finances and make sure you are prepared for the future.
Growing up, I would never have dreamed I would work in the financial services industry. However, I have found a unique opportunity to use my giftings to research and develop creative solutions to help busy professionals accomplish all of their financial goals.
Regularly, conversations with clients span the entire spectrum from real estate to tax loss harvesting to investment choices. My goal is to listen to you, offer my perspective and ultimately equip you to make the best decisions to reach your goals.
I woul love the opportunity to do this for you. Give me a call today and let's get started.
Go here to learn more - https://www.edwardjones.com/melissa-carlisle
As a client and active businessman, I can appreciate individuals who research and develop a creative knowledge in more than one respective field. We have conversations concerning everything from real estate planning to future tax planning and a variety of subjects in between. It’s not common to find an advisor that listens and then offers their perspective. I’m very active in many investments and her insight and knowledge go beyond anyone I’ve dealt with. I have complete trust and confidence in Melissa.
We speak by phone to establish if we would be a good fit to partner together. Then, if we are, we schedule a face-to-face appointment (or Zoom, if you prefer) where we can look at your overall financial picture. Once I have a good grasp of what is important to you, we will use an established process to create a customized plan to help you reach your unique goals. Then, I will continue to partner together with you through the various stages of your life to make sure you stay on target and focused on what is important.
Master's Degree in Counseling and Education
My grandfather was an old-fashioned stock broker who had to travel to downtown Dallas to see the stock ticker. I grew up around discussions of the market cycles, and summer vacation and Christmas often depended heavily on how well the market had performed that year. I didn't realize until I was an adult how unique my experience had been.
It's now my goal to share that same kind of information and guidance with everyone who is serious about setting and reaching their financial goals.