The Hitchhiker's Guide to Dayton Tech & Startups

The Hitchhiker's Guide to Dayton Tech & Startups

Tough Questions to Ask a Financial Advisor

  • Flyboy's Deli 2515 Far Hills Avenue Dayton, OH, 45419 United States

The news is full of stories of unscrupulous financial professionals. We are cautioned to ask the tough questions before investing or buying insurance. Join us to learn what questions to ask and what answers to look for.

Speaker: Carrie Bray

         

Carrie Cook Bray is a senior wealth manager with Buckingham Financial Group. Carrie assists individuals and families with designing and implementing a financial plan to achieve various goals, including retirement, college savings and tax planning. Carrie organizes classes at Buckingham Financial Group’s Education Center and hosts a monthly networking group called Women Wine & Wealth. Carrie holds an MBA from Wright State University and, in 2009, was named Top MBA Graduate. She graduated from Leadership Dayton in 2005 and has served on the We Care Arts and Learning Tree Farm board of directors. She is currently involved with 100+ Women Who Care and Goodwill Easter Seals of Miami Valley “Leaders are Readers.” Carrie is a Certified Financial Planner™ practitioner/CFP® professional and a Chartered Retirement Planning Counselor (CRPC®). Carrie was a member of the Women in Business Networking (WiBN) leadership team and the 2013 chair of Centerville Hot Topics Koffee Talks. Carrie was named a Top 25 Woman to Watch by WiBN in 2013.