Carrie Carr - Sage WM, VP - Investments
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Carrie is a Financial Advisor and serves the team by gathering information necessary to the financial planning process and preparing the appropriate analysis. Carrie also prepares the quarterly reviews, new business proposals, and presentations. Carrie has been in the securities industry for 9 years, first as a trainer for Financial Advisors at Stephens Inc. and two years as a Financial Advisor at Merrill Lynch. Prior to working in the investment arena, Carrie taught U. S. Navy sailors (aboard their ships) seeking their 4-year college degrees as a civilian English Composition instructor. This afforded her the opportunity for considerable travel to over 40 countries. Carrie graduated from the University of Arkansas at Fayetteville with a B. A. and M.A. in English with a Phi Beta Kappa designation. Carrie’s interests include travel and the arts. She is an accomplished painter and critic of theatre, movies, and painting. She resides in Little Rock. Aside from artistic endeavors, she also likes target shooting, fowl hunting, hiking, and snow skiing. Carrie and John joined CONCERT February 2011 and continue to service high net worth individuals, retirees, and Pension Plans along with their members or participants. John and Carrie both hold a number of industry licenses. John and Carrie’s approach to client needs combines their knowledge and experience with a desire to develop personal relationships built on trust.
650 S Shackleford Road, Suite 400 |
