portrait of Carrie D Bellamy

About Carrie

I am actively involved in my local community and have a heart for educating individuals and families on the importance of investing, getting started at birth. Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believed I could make a difference in the lives of people in my community.

As a previous manager for customer service strategy at FedEx, I learned how to strategize and achieve long-term goals. Multi-generational strategies are a primary focus in my practice. Helping people dream and achieve those dreams is a passion...

Focus Areas

  • Intergenerational Planning
  • Estate & Legacy Strategies
  • New Investors
  • Wealth Strategies
  • Military Professionals & Veterans
  • Charitable Giving

Work History

  • Edward JonesNovember 2009 to Current

Education

  • Embry-Riddle Aero U-Daytona BeMaster of Business Admin

Team Members

  • Charlotte Ames
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

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