Carrie Esposito,
MBA, CIMA®, AIF®
Private Wealth Portfolio Consultant
Carrie has 13 years of experience in serving clients, having worked as a financial advisor with a focus on institutional clients, including local universities and nonprofit organizations. She also has experience in insurance and protection products and commercial and residential real estate. Carrie holds the Series 7, 63 and 2-15 Life, Health and Annuity licenses and earned a bachelor’s degree in finance and economics from the University of South Florida as well as an MBA from the Florida Institute of Technology.
Raymond James does not provide tax or accounting services.
Raymond James is not affiliated with any of the companies mentioned.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James is not affiliated with the above organizations and/or charitable causes.
