Carmel Private Wealth Advisors

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Carmel Private Wealth Advisors
Team photo for Carmel Private Wealth Advisors

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Advisors

Advisor photo for Jimmy Pike

Jimmy Pike

CFP®, CDFA®, CRPC

Financial Advisor

Visit Jimmy Pike's website


Team

Nickie O'Brien

Nickie O'Brien

Operations Director,

Executive Assistant

Qualifications

  • Banking and Customer Service

Roles & Responsibilities

  • Office Management, Scheduling, Client Service
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Garret Jochem

Garret Jochem

Marketing Specialist,

Client Service Specialist