Carrie A. McPherson, CRPS®, CDFA®, ChSNC® Financial Advisor

March 2022


“I was thankfully exposed to investing young,” says financial advisor Carrie McPherson. “Due to my mother having a debilitating mental illness, I saw firsthand how difficult life can be without a safety net.”

These experiences drew Carrie to financial planning, where she helps clients feel more confident about building and maintaining their financial futures through strategic planning and diversified investment portfolios. “The best advice I can give is to start saving something today for tomorrow. Pennies eventually do add up to dollars and the power of compounding investment income is incredible.”

Acutely aware of how chronic care can derail a family’s financial security, Carrie is developing a program to help families with special needs members prepare for their future. “I love being a partner to my clients and like to think I make an impact in their lives today and in the future.”

BeaconPoint Wealth Advisors a financial advisory practice of Ameriprise Financial Services, LLC •1 Citizens Plaza, Suite 610 Providence • 401-824-2557


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