CARRIE WILSON, CFP, CDFA, CLTC

Financial Planner | Divorce Financial Analyst

Carrie Wilson, CFP, CDFA, CLTC

Financial Planner and Divorce Financial Analyst

972.292.7675

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About Carrie Wilson

Carrie Wilson is passionate about providing client education and individual service along with professional advice. As a Certified Financial Planner™ professional, she focuses on developing long term relationships with each client, allowing her to tailor specific comprehensive financial planning services based on each client’s personal goals. This includes areas of investment, risk management and estate planning. She is a Certified Divorce Financial Analyst™ and is especially interested in assisting women in transition as they move toward financial independence after divorce, widowhood or retirement. She enjoys sharing information through small group speaking opportunities aimed at providing financial education and awareness.

Carrie and her husband make their home on Beaver Lake in Northwest Arkansas.  They enjoy boating and bicycling, motorcycling across the country, and anything that gets them outdoors to enjoy the beautiful adopted state of Arkansas.

Carrie Wilson is excited to be working with the Quraishi Law Firm in developing comprehensive plans for individuals, families, and business owners that will truly integrate their financial plan with their overall legal, business and tax planning.

Specialties: Comprehensive Financial Planning, Divorce Financial Planning, Post-Divorce Transition Planning, Women’s Financial Issues, Public Educational Presentations, Financial Planning for Corporate Executives

EDUCATION

PROFESSIONAL ASSOCIATIONS

Carrie Wilson is a registered representative of and offer securities, investment advisory and financial planning services through MML Investors Services, Member SIPC www.SIPC.org (10000 N. Central Expressway Suite 1200 Dallas, TX 972.348.6391)  She is an independent contractor to the Quraishi Law Firm and not affiliated with Pegasus Wealth Coaching, a Registered Investment Advisory firm, in any way.
Carrie Wilson is licensed to sell insurance in TX, FL, CO, and AR (AR Insurance Lic #. 8185260)
Carrie Wilson is licensed to sell securities in TX, FL, CO, SC, and AR.