For Carrie A. McPherson, a Financial Advisor with BEACONPOINT WEALTH ADVISORS, a financial advisory practice of Ameriprise Financial Services, LLC, her love for finance began in her 7th grade stock market club. However, she never thought of it as a career until after she graduated with a double degree from URI in History & Political Science and entered the brokerage industry. Carrie quickly rose through the ranks, pursuing her certifications as a Chartered Retirement Plans Specialist℠ and Certified Divorce Financial Analyst®, which is particularly close to her heart as a divorced mom herself.
Today, Carrie serves hundreds of families and businesses as the only female financial advisor in the office. “I haven’t continued to be promoted and climb the ladder by standing down or sitting still.” She loves helping clients, especially women, feel more comfortable and confident about their finances and investing.
While running a business and a family keep her busy, she also gives back by serving on the finance committee for Sojourner House and has been nominated as one of their 45 Ambassadors in honor of their 45th anniversary this year.
Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney.
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