Advisory Services Associate
Carrie Olsen is an Advisory Services Associate committed to providing all clients with exceptional service so that they may achieve their financial goals. Carrie is an integral part of the wealth management team, supporting practices centered in Virginia, Maryland, Tennessee and North Carolina. Her expertise lies in client/advisor relations, working closely with both to foster the trusted relationship that provides the greatest benefit to clients.
Prior to joining SageView in 2022, Carrie was one of the first employees hired by the United Income/Capital One Investing wealth management team from a regional private wealth, retirement plan advisory and administration firm. She has worked directly with clients, advisors, plan sponsors and participants for over ten years, assisting with their personal investment and retirement plan accounts.
Before transitioning into financial services, Carrie worked for many years in the medical supply industry. She served as Manager of Contracting, Licensing & Support Services for the diabetes care division of a national medical supply company and later Director of Contracting for a diabetes care company.
Carrie resides in Roanoke, a beautiful valley in the Blue Ridge Mountains of Southwestern Virginia. She enjoys spending time outdoors and with her family.