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Jamie Carroll · Amarillo, Texas, United States.
Direct contact
No direct contact on file for Jamie yet.
About
Jamie Carroll is a Managing Partner and Wealth Advisor at Carson Wealth. She works with clients on financial goals and with Carson Group offices joining as hybrid RIA offices. She previously worked as a Wealth Advisor at Pinnacle Financial Group from September 2003 to July 2018.
Experience
Managing Partner, Wealth AdvisorCurrent
Carson Wealth · 5101 Lexington Square, Amarillo, TX 79119
Jul 2018 – Present
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third-party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.
Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ Professional
Pinnacle Financial Group, Wealth Management Firm · Amarillo, Texas Area
Sep 2003 – Jul 2018
Education
- University of Oklahoma · 1981 – 1985
- West Texas A&M University — Master's degree