The pandemic has impacted people’s attitudes on financial conversations and health decisions. Mark speaks with Alison Carnie, Principal, Edward Jones Company about results from the latest Age wave and Harris Poll for 44.5 million Americans. She also gives great tips on how to plan end of life action steps with the whole family.
ABOUT ALISON CARNIE
Alison Carnie serves as director of Trust Services and Chief Administration Officer of the Edward Jones Trust Company. She is responsible for trust administration, estate settlement services and trust special asset administration.
Carnie first joined Edward Jones in 2006 as an intern in the legal and business development departments of Edward Jones Trust Company. After graduating from law school, she worked as an associate at a St. Louis-based law firm focused on estate planning. In 2012, Carnie returned to Edward Jones as a wealth strategist and team leader in the Client Consultation Group, which is responsible for partnering with financial advisors in working with high-net-worth clients with complex needs.
Carnie received her bachelor’s degree in human and organizational development from Vanderbilt University and received her Juris Doctorate from St. Louis University School of Law.
