Brad Carroll and his team - Alison Whiteway and Debbie Devereaux - partner with successful business owners, professionals and their families to reach their financial goals. They follow a 5 Step Process that offers strategies to prepare for retirement, for rising income in retirement, risk management, pension, tax and estate needs.

Brad's passion for planning and desire to provide tailored financial solutions to his clients has resulted in consistent positive recognition for his team. His attention to detail and ability to listen keep his clients well positioned to reach their financial goals.

In 2019, Brad became an owner through limited partnership. Brad's desire to help others has resulted in holding key leadership positions within the organization. He is currently the Client Solutions Leader of the Atlantic Canada region, and helps in the mentoring and training of new advisors.

Brad and his wife Lori are the proud parents of their daughter Abby. Away from the office, he enjoys most sports (hockey is #1), spending time with family and friends, travelling and home reno projects.

Alison Whiteway has been a Branch Office Administrator since 2014. Alison has 20 years of Customer Service experience, with about 15 of those being in Reception/Office Administration. When she isn't spending time with her family, Alison enjoys going to the gym, red wine, and has been playing in a mixed dart league for the last 15 years.

Debbie Devereaux has been a Branch Office Associate since 2016. Debbie previously had an extensive career in the non-profit industry. When not working at Edward Jones, Debbie enjoys spending time with family and friends and volunteering in her community.