Senior Wealth Strategy Associate
Carrie began her career in 1999 and joined UBS in 2010. During challenging financial environments, Carrie knows that it is especially important to stay focused on retirement goals. As a Chartered Retirement Planning Counselor, Carrie focuses exclusively on helping clients build secure retirement strategies. Her experience and knowledge enable her to offer customized wealth management advice and personalized retirement income strategies for success.
Carrie finds that few people have the resources or temperament to successfully navigate the complex decision making involved with managing their assets. She gains great satisfaction in taking these often daunting issues and clarifying the fundamental points for her clients to help them make the best decisions possible.
Carrie is a graduate of Cornell University with a degree in Applied Economics and Business Management. She is currently enrolled in a graduate program preparing her to sit for the Certified Financial Planner designation. Carrie’s home is in Guilderland, NY with her husband, Mikey, and their son, Caeben where they are active in the community.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Wealth Strategy Associate
Carrie began her career in 1999 and joined UBS in 2010. During challenging financial environments, Carrie knows that it is especially important to stay focused on retirement goals. As a Chartered Retirement Planning Counselor, Carrie focuses exclusively on helping clients build secure retirement strategies. Her experience and knowledge enable her to offer customized wealth management advice and personalized retirement income strategies for success.
Carrie finds that few people have the resources or temperament to successfully navigate the complex decision making involved with managing their assets. She gains great satisfaction in taking these often daunting issues and clarifying the fundamental points for her clients to help them make the best decisions possible.
Carrie is a graduate of Cornell University with a degree in Applied Economics and Business Management. She is currently enrolled in a graduate program preparing her to sit for the Certified Financial Planner designation. Carrie’s home is in Guilderland, NY with her husband, Mikey, and their son, Caeben where they are active in the community.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Email Me
