Carey Markoe, CFP®, CRPC™

Wealth Advisor, Director

Cincinnati, OH

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNERTM professional
  • Chartered Retirement Planning CounselorSM certificant

 

Work Experience

  • Joined MAI in 2022 and helps high net worth individuals and families define and meet their goals and objectives
  • 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
  • Member, Board of Directors, Indian Hill Foundation
  • Completed Flying Pig Full Marathon in 2017
  • Completed Flying Pig Half Marathon in 2020

 

Education

  • University of Cincinnati – Carl H. Lindner College of Business, BBA in Applied Economics
  • Currently pursuing Master of Business Administration (MBA) at the University of Michigan Stephen M. Ross School of Business

We look forward to learning about your financial goals.

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