Manager, Client Services
Karrie is the Manager of Client Services for Adams Wealth Advisors. She directs the Client Services Team to help provide operational support for new and existing clients. She works closely with the Executive team and meets daily with the Director of Compliance. Karrie trains and educates the personnel in her department, ensuring her team gives dedicated service to AWA clients.
Karrie has over 25 years of experience in the financial services industry. Prior to joining Adams Wealth, she worked as an office manager for a general contractor and a CPA firm, making her the go-to source on all things Fidelity, Charles Schwab and TD Ameritrade.
Karrie became a part of the original, four-member AWA team in June of 2012. She specializes in creating an exceptional client experience, and her contributions are irreplaceable.
Outside of work, Karrie enjoys traveling with her husband and children, although doting on her grandchildren also commands a large portion of her time. Softball, volleyball, running (often very early in the morning!), cooking and baking are also hobbies Karrie enjoys.
Articles by Karrie Shelton
No articles found