Carrie A. Riordan

About Carrie A. Riordan

Managing wealth involves far more than managing an investment portfolio. Carrie offers a comprehensive approach that starts with getting to know you and your family, your unique financial situation, and your interests and goals. In so doing, together she can work with you to create a customizable wealth plan that can be flexible to fit your needs and changing market conditions. She collaboratively works with you as a valued resource to call on - a trusted professional who can help you make more informed decisions on any financial topic. Service to others and the community in which she lives is very important to Carrie, as well as offering a higher level of care that reflects how she expects her own family to be served. Carrie holds the ChFC® designation, providing you and your family with the extensive guidance needed for financial planning services. She also has the CEPA® designation which specifically benefits individuals who own a business and are looking to enhance their business\' attractiveness and readiness through the process Exit Planning - using the Value Acceleration Methodology™ to build a more valuable company, have stronger personal financial plans, and align personal goals. Carrie curates portfolios centered around your specific investment needs. As a Senior Portfolio Advisor, she can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. Depending on your suitability and objectives, you have access to our firm\'s extensive selection of ETFs, Mutual Funds, Separately Managed Accounts (SMA), Market Linked Investments, and Alternatives investments, etc. To support all aspects of financial services, Carrie also has a team of specialists that support your additional financial needs with her leadership at the forefront. Through the resources afforded by her practice, you gain access to personalized support across Merrill\'s service areas related to banking, mortgage lending, retirement & estate planning, life and long term care (LTC) insurance planning – no matter if just for yourself, for your entire family, or your business. She will also work with you to share timely market and investment insights from Merrill\'s Chief Investment Office (CIO) team.

Experience

1. Wealth Management Advisor

   Merrill Lynch

   Oct 2019 — Present

   Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment\'s investment objectives will be achieved.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.*ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission

Education

• Smithfield High School

  High School

  2000 — 2004

• Christopher Newport University

  Bachelor's Degree

  2004 — 2008