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Our financial advice team


Carey Somerville

Carey Somerville

Private Wealth Advisor

Somerville & Associates
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 56 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2008, 2018, 2019 and 2020

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Previous experience

  • Branch Manager, Pioneer Credit Union, 1985-1997