1600 Falmouth Road, Unit 25
Centerville, MA 02632
Financial Advisor, Merrill Lynch
Carrie received a B.A. from Harvard University and her J.D. from Suffolk University Law School. She currently works as a Financial Advisor at Merrill Lynch. In her role at Merrill Lynch, Carrie works with several non-profits as well as a number of Cape families managing investments, developing tax minimization strategies and implementing disciplined and customized financial plans that build and preserve wealth.
Prior to joining Merrill Lynch, Carrie practiced law on Cape Cod for close to 20 years and provided clients advice relating to financial strategies, estate planning services, insurance, business succession planning and corporate strategic focus. Beginning in 2013, her practice focused primarily on mergers and acquisitions of publically traded companies.
Carrie served as the President of the Barnstable Bar Association for two years and served on its executive committee for over ten years. Additionally, Carrie served on the Board of Directors for the Cape Cod Community College Educational Foundation and was very involved in fundraising for both entities.
Carrie and her husband have lived and worked on Cape Cod for over 25 years and consider the Cape to be their home. In her spare time Carrie likes to travel, snowboard, ski and play golf.