Julie A Charrette

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.

With my Certified Executor Advisor® designation, I have gained...