Carrie Wilson
Client Service Associate
CLIENT VISION
With more than 13 years of experience in the financial industry, Carrie strives to be a valued team member for all advisors and staff she supports. Whether she’s answering a client’s inquiries or placing a trade request for an advisor, her focus is to alleviate the workload for advisors and staff for a more productive environment. Carrie enjoys building relationships with advisors, staff, and clients to create a more streamlined approach to service their needs.
AREAS OF EXPERTISE
- Red Tail
- Client Works
- Administrative Support
EDUCATION
- North GA College and State University, Business Management (2009)
- Series 7, 63 (held with LPL Financial), and 66 (held with IFG Advisory, LLC) licensed
- AWMA® (Accredited Wealth Management Advisor) with College of Financial Planning (2016)
OUTSIDE THE OFFICE
Carrie, her husband, Matt, and daughter, Catie, live in the foothills of the North GA mountains with their two golden retrievers, Daisy and Gus. She enjoys camping, is an avid runner (having participated in 2 marathons), and has recently taken up the sport of mountain biking. Carrie also enjoys growing vegetables in her garden and watching her daughter play soccer.
Carrie Wilson
Client Service Associate
CLIENT VISION
With more than 13 years of experience in the financial industry, Carrie strives to be a valued team member for all advisors and staff she supports. Whether she’s answering a client’s inquiries or placing a trade request for an advisor, her focus is to alleviate the workload for advisors and staff for a more productive environment. Carrie enjoys building relationships with advisors, staff, and clients to create a more streamlined approach to service their needs.
AREAS OF EXPERTISE
- Red Tail
- Client Works
- Administrative Support
EDUCATION
- North GA College and State University, Business Management (2009)
- Series 7, 63 (held with LPL Financial), and 66 (held with IFG Advisory, LLC) licensed
- AWMA® (Accredited Wealth Management Advisor) with College of Financial Planning (2016)
OUTSIDE THE OFFICE
Carrie, her husband, Matt, and daughter, Catie, live in the foothills of the North GA mountains with their two golden retrievers, Daisy and Gus. She enjoys camping, is an avid runner (having participated in 2 marathons), and has recently taken up the sport of mountain biking. Carrie also enjoys growing vegetables in her garden and watching her daughter play soccer.
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Integrated Financial Group 200 Ashford Center North Suite 400 Atlanta, GA 30338
TOP 25 FIRM
2003-2021
Top Ranked Workplace
2015-2022
Top 25 Firm
2003-2021
TOP RANKED WORKPLACE
2015-2022
Securities and Advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment adviser or IFG Advisory, LLC, a registered investment adviser. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.