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Caroline Tracy
FINANCIAL ADVISOR
Edward Jones - Loves Park,IL
As an Edward Jones financial advisor, my first priority is to understand your goals. You likely have a vision of the things you want for yourself or for your family. That vision is important, and it is uniquely yours.It's like dreaming of a...... Show More
Location & Business Hours
Business Hours
Thu
8 AM to 4:30 PM
Fri
8 AM to 4:30 PM
Sat
closed
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About
As an Edward Jones financial advisor, my first priority is to understand your goals. You likely have a vision of the things you want for yourself or for your family. That vision is important, and it is uniquely yours.It's like dreaming of an amazing road trip. Maybe you have an idea where you'd love to go, but you haven't figured out how to get there. Or maybe you've been too busy, and find yourself putting off planning. So that wonderful trip remains just an idea in your head.Yep, we've all been there. It's always tough to get to the destination without a roadmap. I can help you draw out your roadmap. My goal is to help you get to where you want to go.Through a well-established process, I build personalized wealth strategies to help you meet your goals. Whether you're planning a comfortable retirement, saving for a child's education, looking into life insurance or considering estate options, I partner together with you over time to make adjustments and help you stay on track. 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 have the Series 7 and 66 registrations, and life and health insurance licenses. My clients' interests always come first, just as it should be. I'm honored to serve people right here in Roscoe, Illinois, throughout the Stateline area, and beyond. Born and raised in Illinois, I can't imagine living anywhere but here in the beautiful Midwest. My family and I are honored to call this home.When I'm not working with clients, I enjoy spending time with my family, reading, watching my kids' musical theater productions, being active at church and hiking in the great outdoors.I'm part of an amazing office team. Jennifer Dahl is our senior branch office administrator, and has been serving Edward Jones clients since 2004. Coni Keyes is our second branch office administrator, and she grew up in the Rockton area. Both are dedicated to providing you with the highest level of service possible. Please feel free to call on them with questions concerning your statement, dividends, stock certificates or your account in general. We look forward to speaking with you.
Specialities
College Savings
Charitable Giving
Retirement Income Strategies
Retirement Savings Strategies
New Investors
Wealth Strategies
Hiking
Art & Theater
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FAQs
Here are some Frequently Asked Questions about Caroline Tracy
What organization is Caroline Tracy associated with?
Caroline Tracy is associated with Edward Jones.
What is Caroline Tracy’s work email address?
Caroline Tracy’s professional email address is c************y@e**********.com. You can also email Caroline Tracy by clicking on the contact Caroline Tracy.
Where is Caroline Tracy based out of?
Caroline Tracy’s primary location is Loves Park, IL.
What is Caroline Tracy's phone number?
Caroline Tracy's phone number is (815) 637-1668
What is Caroline Tracy's title??
Caroline Tracy is a FINANCIAL ADVISOR.
