Carrie is the Client Service and Operations Specialist at Frederick Wells Advisors, where she supports the advisors through project coordination, organization, and delivering a high-quality client experience. She joined the firm in April 2026 and brings over 15 years of experience in compliance and operations across investment banking and telecommunications.
Carrie is known for her attention to detail and commitment to ensuring a seamless experience for both clients and advisors. She approaches her work with professionalism, warmth, and a focus on clear, thoughtful communication.
She earned her MBA in Applied Business from Waynesburg University and holds a BS in Marketing from Penn State University. Carrie is passionate about continuous learning and is excited to further develop her expertise in wealth management.
Carrie resides in Pittsburgh with her husband, Jason, their twin daughters, Ava and Olivia, and their two cats, Moxie and Zara. Outside of work, she enjoys spending time with family and friends, traveling, outdoor activities, and reading.