Carrie Wells is a financial advisor and partner at Creekside Financial Advisors, where she is committed to helping clients navigate their financial futures with clarity and confidence. Drawn to Creekside’s mission of thoughtful planning across generations, Carrie values the firm’s personalized approach, fiduciary standard, and dedication to building meaningful client relationships.
Carrie brings more than 21 years of experience serving individuals, families, and business owners throughout the Cleveland community. Before joining Creekside, she built her career with UBS, Cetera, and Huntington Investment Company, developing extensive expertise in client service, financial planning, and investment management.
Carrie graduated from Northeastern University with a degree in marketing and finance.
Outside of the office, Carrie enjoys spending time with her two daughters and their mini goldendoodle. She embraces an active lifestyle and loves being outdoors, prioritizing wellness, family, and making the most of every season — the same balance, care, and dedication she brings to her client relationships and the Creekside community.