CLIENT VISION

With more than 13 years of experience in the financial industry, Carrie Wilson 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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