Senior Registered Associate
Branch Marketing and Communications Specialist
With over 20 years of industry experience, Carrie has a skill set that enables her to provide the “Red Carpet” experience you have come to love at Adler Wealth Management. She is our Registered Sales Associate and holds the Series 7 & 63 licenses. Carrie tirelessly devotes her time and energy to ensure our pledge of excellence to our clients with the goal of achieving meaningful long-term relationships with every client based on trust and respect. Carrie assists our team with day to day client interactions as well as managing Doug’s schedule, educational workshops, guest speaker requests and client appreciation events. Carrie has been with our team since 1996. In her free time Carrie values the opportunity to attend her children’s sporting events and being with family.