Brenda M. Carrico, Financial Planning Associate

Brenda

What I Stand For:
I work to set our clients on their path toward financial freedom by gathering and analyzing data, preparing financial plans and assisting with plan presentations. I also serve on Searcy's Investment Committee, which is responsible for making asset allocation and security selection decisions. I am involved in a variety of different research and analysis efforts, ranging from broad macro-economic topics to individual security selection issues, across different asset classes and markets and reporting those discussion items to the Investment Team.

Outside of Work, You'll Find Me:
I enjoy spending my time with family and friends. You can always find me reading, watching movies, or travelling. I also enjoy nature and photography, so I spend time gardening, bird watching, and walking the arboretum.

Favorite Quote:
The very best thing you can do for the whole world is to make the most of yourself. – Wallace D. Wattles

Professional Affiliations:
Brenda is a member of UMKC's Eta Zeta chapter of Pi Sigma Alpha, the National Political Science Honor Society.

Education and Certifications:
Registered Paraplanner℠
Life and Health Insurance License
APMA℠ - Accredited Portfolio Management Advisor℠
Series 65
Bachelor of Arts in Political Science, University of Missouri – Kansas City

In the Community:
I enjoy volunteering for our company-sponsored service days, where we work as a team to help local organizations serve others.

Social Media Links:

Email Me:
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