Carradice Wealth Advisors

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and PA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, howto equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Advisors

JT Carradice

JT Carradice

CFP®, CRPC®, AWMA®

Private Wealth Advisor

Chief Executive Officer of Carradice Wealth Advisors
Visit JT Carradice's website
Timothy McCleerey

Timothy McCleerey

CRPC®

Financial Advisor

Visit Timothy McCleerey's website
Rob Schneider

Rob Schneider

MBA, CRPC®, APMA®

Financial Advisor

Investment Specialist
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