Edward Jones - Carrie McRee

About Us

Carrie McRee - At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.

I graduated from Texas A&M University in 2004 with a bachelor's degree in marketing and worked in the plumbing/building industry for 10 years, prior to joining Edward Jones. During those 10 years, I learned a lot about myself and how building relationships and providing outstanding customer service are the key to success. I followed in my father's footsteps and began my Edward Jones career in 2014 as a financial advisor in San Antonio, TX.

Relationships are key to me, and in my view, meeting face to face builds strong relationships. I meet when it’s convenient for my clients because I recognize the challenging needs of their businesses and their lives. I use an established process during each appointment to help identify what is most important to each client and we partner together to reach the goals set in place.

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. The financial world can sometimes seem like foreign territory; I can work one-on-one with you to help determine the most appropriate financial strategy for you, your family or your business.

Gary Braun - 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. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.