As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. A one-size-fits-all approach may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate, we can offer investment solutions tailored to all your financial goals.
I joined Edward Jones as a financial advisor in 2018 after spending the previous six years in the investment industry looking for the right fit for me and my clients. I've finally found it here at Edward Jones.
My husband, John and our two children, Jacob and Ellie, had lived in LaSalle for more than 20 years. We now reside in Essex and are enjoying this small town as well. As young adults my children are learning how education and careers, for themselves, have changed our families financial dynamics. I think these are the important transitions that we need to share with others as well.
I am an active member of the community, serving on many charitable boards and committees in LaSalle, Windsor and Essex County (Big Brother/Big Sister / Cystic Fibrosis / Acquired Brain Injury Assoc. / Parent Council). I am also an active member of many business groups (We Refer/ RefNet/ Windsor Business Ex.). I am an active presenter for Junior Achievement and Women's Excellence Skills Training.
At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
I look forward to meeting you and your family.
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Wealth Strategies
- Retirement Savings Strategies
My Personal Interests
- Community Outreach
- Social Responsibility
- Spending Time with Family
- Home Improvement
Phone NumberJulie A Charrette at (519) 966-5046
|Mon||09:00AM - 04:30PM|
|Tue||09:00AM - 04:30PM|
|Wed||09:00AM - 04:30PM|
|Thu||09:00AM - 04:30PM|
|Fri||09:00AM - 04:30PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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