LPL Registered Administrative Associate
Carrie has been a valued team member with Noelle Daniel Wealth Management since 2011. She provides our clients an exceptional level of service and her vast client service experience and attention to detail are instrumental in meeting clients' unique needs. Carrie's friendly and positive attitude are front and center when interacting with clients and office support.
In addition to exceptional client service, Carrie is a talented Office Manager. She embraces organization, efficiency, and problem-solving responsibilities. She ensures the office runs smoothly from technology to security, compliance matters, and everyday operations.
Through the LPL Financial AdminU educational program, Carrie completed multi-level educational training, receiving the Specialists, Associate's and Bachelor's Degrees.
Registration and Licenses held with LPL Financial include:
- Series 7: General Securities Registered Representative
- Series 66: Uniform Combined State Law for Securities Agent and Investment Advisor Representative
- Insurance: Life, Health and Variable Annuity
A resident of the Tampa Bay area since 2002, Carrie enjoys all outdoor activities Florida has to offer. She and her husband, Drew, enjoy spending time with their dog, Beau, traveling to new destinations, and hiking in the mountains.