Carrie Riordan
,
Financial Advisor
NMLS #1641567
999 Waterside Drive
Norfolk, VA 23510
757.446.4062
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile

Managing wealth involves far more than managing an investment portfolio. I offer a comprehensive approach that starts with getting to know you and your family, your unique financial situation, and your interests and goals. In so doing, we can create a customizable wealth plan that can be flexible to fit your needs and changing market conditions. As our relationship evolves, I hope you will come to regard me as a valued resource - a trusted professional who can help you make a more informed decisions on any financial issue. Service to others and the community in which I live is very important to me, as well as offering a higher level of care that reflects how I expect my own family to be served.
Carrie has been a part of the financial services industry since 2017 and joined Merrill Lynch Wealth Management in 2019 in the Norfolk, VA office.

Carrie is a specially qualified Senior Portfolio Advisor that, in addition to providing traditional investment advice and guidance, she can use her expertise to help curate customized investment portfolio strategies in line with her client's specific investment objectives. To support all aspects of financial services, Carrie offers solutions across banking, lending, investments, retirement & savings, insurance and wealth planning – for individuals, families, and business owners. She will also work with you to share investment insights from Merrill's CIO team and offer you access to the convenient banking and lending options at Bank of America.

Carrie received her B.S. in Business Administration and Management from Christopher Newport University. Her interests include soccer, golfing, kayaking, interior decorating and giving back to her community.

Client Focus Areas

Family Wealth, Personal Retirement Planning, Divorce Transition Planning, Executive Compensation, Legacy Planning, LGBT Wealth Planning, Managing New Wealth, Portfolio Management Services, Women and Wealth, Individual and Corporate Investment Strategy, Tax Minimization

About Me
Welcome

My mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you'd like to be tomorrow. I will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.

Meet Our Professional Staff
Tamatha "Tammy" Childress
Wealth Management Client Associate
757.446.4089
Thomas F Fullman
Registered Wealth Management Client Associate
434.327.4035
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Adam J. Ward
Retirement Specialist
Bank of America, N.A.
Neil W Phelan
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #108774
Jewonda Jenkins
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Carrie Riordan is registered to do business in AL, AZ, CA, DC, FL, GA, MA, MD, MN, NC, NH, NY, OH, OR, PA, SC, TX, VA, WV.