Carrie Turcotte is a third-generation financial advisor and CERTIFIED FINANCIAL PLANNER™ professional. She assists clients in navigating the financial complexities of life, specializing in planning for retirement income, women and high-net-worth clients. In addition to the CFP®, her credentials include being a Retirement Income Certified Professional®, Wealth Management Specialist and holding the Series 7, 66, 9/10, 24 registrations through LPL Financial, and Life, Accident, Health and Variable Insurance licenses.
Carrie devotes a considerable amount of time to continuing education on advanced wealth management strategies. She is an active member of the planning community, and has served on industry boards, such as the IRI Advisor Panel, to help give feedback on what planners see as the top concerns for clients in designing and servicing investment strategies. She has also been featured in CNBC’s Personal Finance column, as well as in Investment News, and has participated in education events on Capitol Hill. Carrie was featured in the Forbes 2020 Top Women Wealth Advisors list, as well as Top Wealth Advisor Moms by Working Mother Magazine. She has also been on local community boards, such as the Northside Neighborhood House, and led worship at a local church before having her two children, Abby and Betsy.
Carrie stresses that trust is a fundamental aspect of an effective long-term relationship with your financial advisor and considers herself an advocate for her clients. When working with clients on their financial goals, Carrie emphasizes that open communication about all financial aspects of a client’s life provides the backdrop for an effective relationship. With the support of LPL Financial, Carrie has the ability to use a broad spectrum of products and strategies within the context of retirement, insurance, estate, education, business and overall investment planning.
Carrie has a bachelor’s degree from Belmont University in Nashville, TN. She worked at Raymond James & Associates, Inc. and Wells Fargo Advisors Financial Network prior to joining LPL Financial with her practice, NorthShore Financial Strategies.
*The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
**Top Wealth Advisor Moms -award criteria: SHOOK Research considered women advisors with a child 21 or younger still living at home. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information, see HYPERLINK "http://shookresearch.com/"shookresearch.com.