Kelly Cartier began her career in 1997 when she joined A.G. Edwards, After becoming a branch manager and leading her team through the mergers of A.G. Edwards, Wachovia Securities and Wells Fargo Advisors, Kelly decided it was time to embark on a new path. She opened Cartier Financial in 2009 and enjoys serving her clients as a truly independent advisor. As a Certified Financial Planner TM, Kelly enjoys helping clients plan for their goals through all stages of life, while focusing on what’s most important to them.
LinkedIn: https://www.linkedin.com/in/kelly-cartier-31620032/
Website: https://www.kcartierfinancial.com/
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
