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
EDUCATION
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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities offered through LPL Financial. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. 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.
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