Carrie Gallaway, CFP®, MST
Partner, Managing Director
Carrie is a Partner and Managing Director at Beacon Pointe Advisors. With over 20 years of experience, Carrie is focused on helping clients plan for a secure financial future. Many of her clients are women who have experienced a recent life event, such as losing a job or a loved one, which forces their financial affairs to become a top priority. She works closely with clients in developing, implementing and monitoring retirement, education, investment and income plans for individuals and families. Carrie began her career as a Registered Client Service Associate with DLJDirect before pivoting to work at Morgan Stanley for 15 years, eventually rising to the role Senior Vice President. She then went on to co-found YorkBridge Wealth Partners in 2016 (which merged with Beacon Pointe in 2023). Carrie graduated from Lehigh University and holds the Certified Financial Planner™ (CFP®) designation. Carrie currently lives in Hoboken, New Jersey with her husband and two children. In her spare time, she enjoys downhill skiing, tennis, volunteering in the local community, and cheering for her children at their sporting events.