Carrie Cook Bray, CFP ®, CRPC ®, MBA

Carrie is a Senior Wealth Manager at Buckingham Financial Group, Inc. She was previously a financial advisor at Merrill Lynch, Wells Fargo and UBS. In addition to helping families plan for their futures, Carrie organizes classes at Buckingham Financial’s Education Center and hosts a monthly networking group called Women, Wine & Wealth. Carrie holds an MBA from Wright State University and was named top MBA graduate in 2009. 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 the Miami Valley “Leaders are Readers”. Carrie was named a “Top 25 Woman to Watch” by Women in Business Networking (WiBN) in 2013. Carrie’s topic will be: the use of technology in client management focusing on webinars and electronic meeting spaces.