James Vrabel

Advisor at Edward Jones

Credentials

Series 66

Edward Jones logo

Firm

Edward Jones

Location

Ortonville, MI 48462

Expertise

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer

Work history

Edward Jones

2020 - Present (6 years)

Smart Pay Lease

2019 - 2019 (1 year)

Push Wireless

2018 - 2019 (1 year)

Sprint

2010 - 2018 (8 years)

Carla A

CFP®

Lake Orion, MI

Nectarine

With more than 15 years of experience in the wealth management industry, Carla founded Ametrine Wealth with the vision of helping people–particularly women–take control of their financial futures. She prides herself on creating a compassionate, trusting environment for clients and removing the barriers that keep people from setting and achieving their financial goals. Carla’s clients value her financial planning insight, ability to break down complex topics, attention to detail, and approachable demeanor. Originally from Massachusetts, Carla initially envisioned a career in science. She graduated magna cum laude from Washington and Lee University and received a Masters in chemistry from Northwestern University. However, long hours in the lab made her realize her preference for engaging with people over compounds, and she decided to put her analytical skills to use in the financial sector. Carla holds an MBA in Finance and General Management from the University of Chicago Booth School of Business and is a Certified Financial Planner Practitioner(TM). Carla lives in Lake Orion with her husband, Jarod, and her two greatest accomplishments, daughters Brinley and Chloe.

Mid-Career Professionals Married/Couples/Partners Single Women Gen Y/Millennials (Born 1980-1995)

Grant F

Series 66

Lake Orion, MI

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning Divorce financial planning Founder/Business Owner Intergenerational Families Divorced

Lee N

CFP®, Series 66

Fenton, MI

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner

Brian H

Series 63, Series 66

Lake Orion, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner

Hilary R

CFP®, ChFC®, Series 66

Clarkston, MI

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Katrina J

Series 63, Series 66

Davison, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k)

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