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