As Director of Client Services, Carey serves Fortiter Wealth Management’s high-net-worth clients by providing operations, service, and administrative support. She is the firm’s chief point of service for client requests, new account openings, trading, preparation support for client review meetings and liaison with the firm’s custodian of assets and other partners.
Prior to Fortiter Wealth Management, Carey served clients at Deutsche Bank as a Registered Sales Assistant. Her responsibilities included account opening, maintenance, trading, asset movements and other aspects of client service for high-net-worth individuals with assets totaling approximately $250 million. Additional career tenures include wealth management, financial services and investment roles at Prudential, Bank One, Wachovia and Principal Financial.
Carey holds a B.A. in Business Administration from Austin College. She lives in Sugar Land with her husband Jason and their three daughters.