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Carrie Clark , CTFA

Carrie Clark , CTFA

Executive Vice President & Senior Trust Officer


Carrie joined the Senior Management Team of AWM&T in January of 2017. She previously served as a Senior Relationship Manager at AWM&T since 2013. Her extensive background in trust administration, estate planning, and wealth management will continue to help the organization with compliance, fiduciary, administration and audit matters. She has 20 years of experience in financial services. She began her career with Morgan Stanley in 1998. She has served as a Trust Officer since 2004, most recently for UBS Trust Company, N.A. She graduated from the University of Delaware with a BA degree in Educational Studies. Additionally, she is a Cannon Trust School Graduate and obtained the Institute of Certified Bankers Designation as Certified Trust and Financial Advisor Designation in 2009.

1-800-927-5127
wealthmanagement@aafmaa.com

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