Aimee Carpenter

Senior Wealth Coordinator

Aimee has been in the financial services industry since 1991. Focusing on private client and institutional advisory services, she emphasizes collaborative wealth management as the way to meet the needs of our clients as fully as possible. Aimee has a very strong understanding of industry and custodian policies, procedures, and systems, is hands-on in all areas, and ensures timely communication and issue resolution – all of this being central to delivering quality care to clients. She has extensive field-level experience in multiple advisor transitions across independent RIAs and wirehouses in addition to front-office management.

Aimee is dedicatedt to community improvement and serves as a Board Member for her church and volunteers in a variety of youth athletic activities. She believes that everyone deserves quality service to help ensure a positive financial future.

A gradute of West Virginia State University with a Business Management degree, her career has blended wealth management with compliance, business management and administration, technology, and client communications and relations.