Carrie joined Old Port Advisors as our Client Relationship Associate in 2023. She works with clients and advisors in implementing and maintaining accounts in addition to planning and related areas. She also provides administrative support to our Wealth Management Team.
Carrie holds a Bachelor of Science in Rehabilitation Services from the University of Maine and brings over 20 years' experience in client relations, staff management and event planning. Outside the office, Carrie serves as Treasurer of the Road 6 Civic Association.