Carrie Gallaway, CFP®
Partner, Managing Director

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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 joined Beacon Pointe in 2023). Carrie graduated from Lehigh University and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Recognized for her leadership and excellence in wealth management, Carrie was named to the Forbes Top Best-in-State Women Wealth Advisors list in 2023, 2025, and 2026. 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.