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Carey Markoe, CFP®, CRPC™

Wealth Advisor, Senior Associate

Cincinnati, OH

Designations

Work Experience

Joined MAI in 2022 and helps high net worth individuals and families define and meet their goals and objectives
Was previously employed as a Senior Financial Advisor at Merrill Lynch Wealth Management
Investment Advisor Representative, Series 66, NASAA
Licensed to review Variable, Life, Health, Property, & Casualty insurance in Ohio

Life Outside of MAI

Huge fan of Cincinnati Bearcats, Cincinnati Bengals, Cal Golden Bears, and Michigan Wolverines
Member, Board of Trustees (Ohio), National Multiple Sclerosis Society
Completed Flying Pig Full Marathon in 2017
Completed Flying Pig Half Marathon in 2020

Education

University of Cincinnati – Carl H. Lindner College of Business, B.B.A. in Applied Economics
Starting Master of Business Administration at the University of Michigan Stephen M. Ross School of Business in Fall 2023