About My Practice
The LBA Group is the largest local accounting, consulting, and advisory firm in Northeast Florida. As an SEC-registered investment advisor, LBA Wealth provides discretionary investment management and objective financial planning for physicians, business owners, and suddenly-single women. LBA provides the "gold standard" of financial advice with three types of respected professionals - Certified Public Accountant (CPA), Certified Financial Planner (CFP), and Chartered Financial Analyst (CFA). Together, these professionals offer experience, knowledge, and unparalleled service.
Carrie began her financial services career over 20 years ago with a local life insurance agency and even held a life insurance license in the State of Florida. In 1996, she worked with an insurance super-producer to form a Florida Registered Investment Advisor (RIA) and helped transition that practice to a fee-based investment firm. Carrie provided client service and management of both the insurance and investment practices. In 1999, she was asked to begin another Florida RIA including creating the investment processes. She stayed on to provide client service and investment support. In 2003, Carrie began working with St. Johns Wealth Management. She served as the firm’s COO, provided client service, and oversaw the firm’s compliance efforts. Carrie joined LBA Wealth Management in October 2008. Carrie graduated from Jacksonville University with a B.A. in Business Administration and culminated her education by obtaining the CERTIFIED FINANCIAL PLANNER(tm) certification in 2010.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Wealth Management - Investments and Planning Together
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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