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Our financial advice team


Carrie Jo Exley, Financial Advisor serving the Rochester, MN area - Ameriprise Advisors

Carrie Jo Exley

APMA

Financial Advisor

Echelon Wealth Partners
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Family Finances
  • Insurance
  • Estate Planning Strategies
  • Investments
  • Small Business

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor's in Speech Communications, St. Cloud State University, St. Cloud, Minnesota

Awards & recognition

  • Echelon Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Echelon Wealth Partners, Ameriprise Client Experience Award, 2023

Previous experience

  • Financial Advisor, Wells Fargo, 2014-2020
  • Financial Consultant, Associated Investment Services, 2012-2014
  • Senior Branch Manager, Associated Bank, 2006-2012

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Eagle Brook Church, Volunteer
  • Radke Family Cancer Golf Tournament

Interests

In the community I spend time volunteering at my children’s school, church and helping with United Way. Away from the office, I also enjoy dancing, skiing, traveling, reading and spending time with my family. My Husband Scott and I live in Cannon Falls with our four energetic children Bailey, Jameson, Maclynn and Brody.