Carey Markoe, CFP®, CRPC™

Wealth Advisor, Senior Associate

Cincinnati, OH



  • Certified Financial Planner
  • Chartered Retirement Planning Counselor


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



  • 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

We look forward to learning about your financial goals.