Carly Hensley
Proudly Serving AT&T Employees Since Early 2000s | Mom of Two | Music Enthusiast
- Role
- Wealth Manager Partner at Merit Financial Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Wealth Manager Partner
Jan 2020 — Present · Charlotte, NC, US
I love helping people and building relationships. I focus on educating people where they are financially and work with them to reach the goals they have in mind. From the time they are in accumulation mode to transitioning to retirement, I hold their hand and help them get to the life they\'ve imagined. I have specialized in AT & T Retirement Plans since the early but I can assist anyone with investment advice. I am also a licensed insurance agent in North and South Carolina.Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.Merit exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the RIA of the future. As your trusted financial partner, we support you through life’s challenges, transitions, and victories. Merit is an award-winning wealth management firm providing comprehensive financial planning, investment, and wealth management services. Our relationship-based culture is built on integrity, respect, and core values. Headquartered in Atlanta, GA, with offices nationwide, we are dedicated to serving you and your loved ones. Recognized by Forbes and Barron’s, we relentlessly align your long-term goals with innovative financial strategies to build your tomorrow, together. Merit’s Awards and Accolades- 2024 InvestmentNews RIA Firm of the Year- 2024, 2023, 2022, 2021, 2020, 2019 & 2018 Best Places to Work for Financial Advisors byInvestmentNews- 2023 Barron’s Top 100 RIA Firms- 2023 Baron’s Top 100 Private Wealth Management Teams- 2023 Forbes Top RIA Firms- 2023 RIA Intel RIA of the Year $1Billion+- 2021 Barron\'s Top Private Wealth Management Teams- 2020 Forbes Top 250 Wealth Advisors- 20••••24 Inc. Fast Growing Private Companies in America
Education
Salem College
Bachelor of Arts (B.A.), Communication, General
1996 — 2000
Queens University of Charlotte
Financial Planner Program
2007 — 2009
Skills
- Money Management
- At&T Pension Plans
- Qualified Retirement Plans
- 401(K) Allocation Advice
- Insurance
- Retirement Planning
- Pensions
- Licensed Life & Health Insurance Agent
- Retirement Savings
- College Savings Plans
- Long Term Care Insurance
- Social Security
- Series 66
- Series 7
- Investments
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