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Carrie W

Series 66

Olney, TX

Raymond James Financial

Carrie West is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 18 years of industry experience. Prior to joining Raymond James in 2023, she worked at Ameriprise Financial Services, LLC, Equity Services, Inc., National Life Group, and Morgan Stanley. Outside of her advisory role, West owns and operates West Ranch, a farming and ranching business in Texas. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using analytical tools and supports clients through various advisory programs while maintaining specialized municipal and public finance services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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