Professional Overview
Michael Carrico is a seasoned Wealth Manager with a strong background in financial services, currently based in Colorado Springs, CO. He specializes in wealth management, with a focus on delivering tailored financial solutions to his clients. His key expertise areas include investment planning, retirement planning, and financial consulting.
Experience Summary
Current Role
Michael Carrico is currently serving as a Wealth Manager at Howe & Rusling Wealth Management, a position he has held since August 2022. In this role, he is responsible for managing client portfolios, providing financial guidance, and developing strategic investment plans. His achievements in this position include providing personalized wealth management services to a diverse client base and contributing to the growth and development of the company.
Career Progression
Michael Carrico's career progression is marked by notable roles in the financial services industry. Prior to his current position, he served as a Senior Wealth Advisor at Empower from January 2022 to July 2022, where he provided wealth management services to high-net-worth individuals. Before that, he worked at T. Rowe Price in various capacities, including Senior Financial Consultant, WISE Education Specialist, Special Plans Associate, and Retirement Plan Services Associate. Earlier in his career, he worked as a New Accounts Representative at FirstBank and a Teller at Hawai'i Schools FCU.
Academic Background
Michael Carrico holds a Bachelor of Arts (BA) degree from Colorado State University, which he earned from 2005 to 2010.
Areas of Expertise
Michael Carrico's areas of expertise include:
- Wealth management
- Investment planning
- Retirement planning
- Financial consulting
- Client relationship management
Professional Impact
Although specific details on notable projects or initiatives are not available, Michael Carrico's career trajectory and progression suggest a strong commitment to delivering high-quality financial services to his clients. His experience in the financial services industry has equipped him with the skills and knowledge necessary to make a positive impact in his current role.
Conclusion
Michael Carrico is a dedicated and experienced Wealth Manager with a strong professional trajectory. His current focus is on providing exceptional wealth management services to his clients, and his value proposition lies in his ability to deliver personalized financial solutions that meet the unique needs of his clients. With his extensive experience and expertise in the financial services industry, Michael Carrico is well-positioned to continue making significant contributions in his current role.
