Our advisors

Our team

Carrie A. McPherson

Carrie A. McPherson

Registered Practice Associate,

Certified Divorce Financial Analyst®

Personal Intro

Carrie organizes the day to day operations of the team and constructs Financial Plans for the team's clients.

When not in the office, Carrie enjoys spending time on the beach in Little Compton with her husband, two boys and boxer dog.


  • CRPS®
  • CDFA®
  • BA in History from the University of Rhode Island
  • BA in Political Science from the University of Rhode Island

Roles & Responsibilities

  • Certified Divorce Financial Analyst (CDFA®)
  • Chartered Retirement Plans Specialist (CRPS®)
View more