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When Carrie isn’t delighting her co-workers with the most incredible popcorn, she devotes her time to treasuring special moments with her children.

Carrie Wills

Operations Specialist

Leveraging more than two decades of experience in the financial industry, which includes a background as a commodities trader, Carrie remains fully committed to executing every task with utmost diligence. She plays a crucial role in our team by overseeing new account processing, managing account updates, facilitating estate processing, and coordinating mutual fund and ACAT transfers. What truly captivates Carrie is the dynamic nature of her responsibilities, as each day presents unique challenges and opportunities, ensuring that no two days are ever alike.