Carradice Wealth Advisors

Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients—and their families—through the process. Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.


Advisors

JT Carradice

JT Carradice

Private Wealth Advisor

Visit JT Carradice's website
Timothy McCleerey

Timothy McCleerey

Financial Advisor

Visit Timothy McCleerey's website
Rob Schneider

Rob Schneider

Financial Advisor

Visit Rob Schneider's website

Team

Theresa McCreary

Theresa McCreary

Paraplanner

Karen Basala

Karen Basala

Client Relationship Manager,

Marketing Specialist
Patricia Ball

Patricia Ball

Operations Specialist

Glenn Moore

Glenn Moore

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ professional
Yessica Tuurcios

Yessica Tuurcios

Administrative Assistant