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Joni Carlisle

Financial Advisor

3.67
(3)
Examining your personal finances can feel overwhelming: How much do I need for retirement? Do I have enough of an emergency fund? Do I have enough life insurance coverage? If you’re asking yourself these questions, you are not alone. ...... Show More
Location & Business Hours
Tuesday
08:00AM to 04:00PM
Wednesday
08:00AM to 04:00PM
Thursday
08:00AM to 04:00PM
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Overall Ratings
3.67
(3)
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About
Examining your personal finances can feel overwhelming: How much do I need for retirement? Do I have enough of an emergency fund? Do I have enough life insurance coverage? If you’re asking yourself these questions, you are not alone. When deciding on a financial advisor, it’s important to choose someone with a wealth of practical knowledge, personal experience and a passion for people.Prior to launching my career with Edward Jones in 2015, I was a practicing attorney with the US Air Force. In that role, I served military members in a range of legal matters. When I left active duty to become a part time member of the Oregon Air National Guard, I decided to change careers. I was recruited by Edward Jones where I saw the tools, resources and client-centric approach that would help me realize my vision for helping others.I use an established process to work with individuals, families and business owners to address the following areas: retirement income strategies, estate considerations, financial strategies after divorce, business retirement plans and survivor and long-term care needs. What you can expect from me:- Transparency – Open and candid communication about my recommendations and costs. - Exceptional service – My relationships with my clients are personal and long term. You will never have to dial a 1-800 number to get in touch with me. - Goals-centered advice – Every investment you own should have a purpose. I do not provide quick fixes or “one-size-fits-all” solutions. I’m a good fit if you: - Value an ongoing relationship with your financial advisor and want a partner to help you navigate the market to meet your goals.- Want to feel informed and empowered about your financial goals. - Prefer a customized strategy that will be shaped and updated based on your goals and priorities.If you are interested in learning more, email me at Joni.Carlisle@edwardjones.com to schedule a complimentary consultation.
Specialities
Spending Time with Family
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Board Games
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divorce finances
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business retirement plans
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FAQs
Here are some Frequently Asked Questions about Joni Carlisle
What organization is Joni Carlisle associated with?
Joni Carlisle is associated with Edward Jones.
What is Joni Carlisle’s work email address?
Joni Carlisle’s professional email address is j***********e@e**********.com. You can also email Joni Carlisle by clicking on the contact Joni Carlisle.
Where is Joni Carlisle based out of?
Joni Carlisle’s primary location is Portland, OR.
What is Joni Carlisle's phone number?
Joni Carlisle's phone number is (503) 477-8474
What is Joni Carlisle's title??
Joni Carlisle is a Financial Advisor.