Managing Partner

Carrie Gallaway brings nearly twenty years of experience helping clients plan for more secure and satisfying futures and peace of mind. As a CERTIFIED FINANCIAL PLANNER,™ she works diligently to understand her clients’ life goals and circumstances and is skilled at taking a holistic approach to their finances. Most recently, Carrie served as a Managing Director at Lebenthal Wealth Advisors. Prior to Lebenthal, Carrie spent 15 years with Morgan Stanley and predecessor firms, rising to Senior Vice President as an advisor specializing in developing, implementing and monitoring retirement, education, investment and estate plans for individuals and families. She began her career as a Registered Client Service Associate with DLJ direct following her graduation from Lehigh University. Carrie lives in New Jersey with her husband and two children. In her spare time she enjoys volunteering at her children’s school and in the local community.