Carrie Loven,
CFP®, AAMS® Financial Advisor“I prefer to establish a customized plan with my clients after we have explored their objectives, their tolerance for risk, and have discussed long-term financial goals,” she says, “I like to really listen to each client to ensure I understand their unique needs. Once we have implemented a custom investment plan, I continue to review the performance and we make adjustments accordingly.”
Carrie is a longtime resident of the Stateline area, holds a Bachelor’s Degree in Business Administration, and has over 20 years of banking experience. She has completed her studies through Northwestern University School of Professional Studies to earn her Certified Financial Planner® certification. As a Financial Advisor, Carrie places her emphasis on building strong, trusted partnerships with her clients.
Carrie can offer a wide range of services, from financial planning, wealth accumulation, retirement, college planning and more. With access to a broad array of innovative resources provided by Raymond James Financial Services, Inc., a global financial services firm.
Outside of the office, Carrie enjoys long distance running and traveling with her family and friends. Her family includes her husband, Mike, and his two children, Austin and Taleigh.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
