Manager, Client Services
Karrie 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, while also training and educating the personnel in her department to ensure clients receive the highest possible levels of service.
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. She has also worked for a CPA firm bringing with her experience in money and office management. She is the go-to source on all things Fidelity, Schwab and TD Ameritrade.
As one of the four original Adams Wealth employees, Karrie welcomed the opportunity to join the team in June 2012. She is the life blood of AWA and specializes in creating an exceptional client experience.
Outside of work, Karrie enjoys traveling with her husband and children. She is madly in love with her grandchildren. If you are ever driving around Garland early in the morning you might see her running. She has been waking up at 4:00 am for 20 years to exercise! Softball, volleyball, cooking and baking are also hobbies Karrie enjoys.
Articles by Karrie Shelton
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