Carrie Jones supports Screaming Eagle Wealth Management by providing behind-the-scenes planning expertise that helps shape thoughtful, personalized financial plans. With more than 20 years of experience in the financial services industry, she brings strong attention to detail and extensive experience in coordinating complex planning strategies.
Her work focuses on retirement planning, tax-aware financial planning, and the development of retirement income strategies designed to support clients’ long-term financial goals. She works closely with the team to help align each client’s financial plan with their retirement lifestyle objectives and legacy priorities.
Carrie’s favorite part of the planning process is analyzing the details, identifying planning opportunities, and helping build strategies that support the life clients want to live. She does not provide investment advice or work directly with clients.