Annie Caron

Understanding your financial strategies is paramount to your success, so I not only welcome your questions, I encourage them. "How does today's news impact my own investments?" "Why do you recommend this over that?" "How does that work?" "What if we. . .?" "When can I. . .?"

I want you to feel informed, confident and secure about your finances and your future. With your questions, I can ensure you are well educated about what you need to know, including all your options.

I'll ask questions, too, so I can create a tailored financial strategy leading toward your goals while guarding for unexpected financial upsets. I'll ask about your personal experiences, what keeps you up at night and what you want for yourself and your family. I'll ask about roadblocks and potential opportunities.

My clients run the gamut, from younger families to pre-retirees to those already retired. And I have a special place in my heart for the unique challenges of women. Compared to men, women tend to have less saved, have less in Social Security benefits and have less confidence in their financial knowledge. Yet, most will be solely responsible for their finances at some point in their life, and many are also in charge of family finances. With the right tools in the financial toolbox, these challenges can give way to greater confidence and a path toward financial freedom.

We're a hometown branch! I've been here 15+ years, first as a branch office administrator and since 2014 as the financial advisor. Kim O'Grady, our senior branch office administrator, is a 10+ year branch veteran. We're both long, long-time Elliot Lakers. As part of Edward Jones, we strive to deliver personal service from our local branch with the due diligence and expertise of a client-focused firm.

I'm an empty nester with two girls at university. I love the outdoors and travelling. My philanthropic interests and support go to local charities, such as '100 Elliot Lakers Who Care'.