Carrie Raftery is an experienced wealth management professional with a strong background in financial services and client support. She has built her career supporting financial advisors in delivering high quality service to clients, managing daily operations, and ensuring seamless handling of financial transactions and account activities.
Before transitioning into financial planning, Carrie held leadership roles in retail banking, where she advanced from assistant branch manager to branch manager. After banking Carrie went into the investment side of the financial industry where she excelled for over 25 years working with high net worth clients. In these positions, she developed expertise in team leadership, client relationship management, and operational oversight.
Carrie lives in Milton with her husband Dan, their children and 2 dogs Gracie and Sadie. During her spare time, Carrie loves to golf, camp, go the beach and travel.