“I enjoy solving problems, building plans, and helping execute them,” begins Carrie A. McPherson, a Financial Advisor with BEACONPOINT WEALTH ADVISORS, a financial advisory practice of Ameriprise Financial Services, LLC. “In a nutshell, people hire me to help them make educated decisions regarding their financial and investment questions and serve as an unbiased opinion when looking at the big picture.”
Carrie brings nearly 15 years in the finance industry and certifications as a Chartered Retirement Plans Specialist®, Certified Divorce Financial Analyst®, and most recently, Chartered Special-Needs Financial Consultant®. Carrie’s personal experiences with divorce and growing up with a mother struggling with mental illness makes her especially empathetic and connected to her clients. She loves working with women in
particular, helping them feel empowered to make choices regarding the money they’ve worked so hard to earn.
“Everyone deserves the opportunity to work with a professional that will help them feel more comfortable and confident about their finances,” says Carrie, who reveals plans for some fun events this year – “because finances don’t have to be boring!” she says.
1 Citizens Plaza, Suite 610 Providence, RI 02903, 401-824-2557, AmeripriseAdvisors.com/carrie.mcpherson
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2023 Ameriprise Financial, Inc. All rights reserved.
No comments on this item Please log in to comment by clicking here