Carrie Wachnicki brings over 15 years of experience in the financial services industry, with an extensive background in wealth management, client relations, and executive administrative support.
Throughout her career, Carrie has worked alongside financial advisors, Certified Financial Planners, and senior executives, providing comprehensive administrative and operational support while maintaining a strong commitment to professionalism, discretion, and exceptional client service.
Her experience includes supporting high-net-worth clients, coordinating complex financial transactions, facilitating account administration, and ensuring seamless day-to-day operations.
Carrie holds a Bachelor of Business Administration in Finance, with a minor in Psychology, from Dowling College, as well as an Associate Degree in Accounting from Suffolk County Community College.