Carey M. Markoe, Cfp®
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Carey M. Markoe, Cfp® Email & Phone Number

Wealth Manager, Director at MAI Capital Management
Location: Cincinnati Metropolitan Area, United States 9 work roles 3 schools
1 work email found @statefarm.com 2 phones found area 513 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email c****@statefarm.com
Direct phone (513) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
MAI Capital Management
Role
Wealth Manager, Director
Location
Cincinnati Metropolitan Area, United States
Company size
456 employees

Who is Carey M. Markoe, Cfp®? Overview

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Quick answer

Carey M. Markoe, Cfp® is listed as Wealth Manager, Director at MAI Capital Management, a with 456 employees, based in Cincinnati Metropolitan Area, United States. AeroLeads shows a work email signal at statefarm.com, phone signal with area code 513, and a matched LinkedIn profile for Carey M. Markoe, Cfp®.

Carey M. Markoe, Cfp® previously worked as Wealth Advisor, Director at Mai Capital Management and Wealth Advisor, Senior Associate at Mai Capital Management, Llc. Carey M. Markoe, Cfp® holds Master Of Business Administration - Mba from University Of Michigan - Stephen M. Ross School Of Business.

Company email context

Email format at MAI Capital Management

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*@statefarm.com
68% confidence

AeroLeads found 1 current-domain work email signal for Carey M. Markoe, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Carey M. Markoe, Cfp®

I'm a private wealth advisor who's an ardent Bearcat, Wolverine & Cincinnatian. I'm passionate about finding a cure for multiple sclerosis (MS), supporting my community, and cheering on family & friends. Please reach out if I can be of service. Carey.Markoe@mai.capital / 513.579.3595

Listed skills include Management, Time Management, Political Consulting, Microsoft Word, and 42 others.

Current workplace

Carey M. Markoe, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

MAI Capital Management
Mai Capital Management
Wealth Manager, Director
Cincinnati, OH, US
Website
mai.capital
Employees
456
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Company profile
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9 roles

Carey M. Markoe, Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor, Director

Current
Mai Capital Management

Cincinnati Metropolitan Area

Private Wealth Advisor with the Cincinnati office of MAI Capital Management LLC. Formerly John D. Dovich & Associates, MAI Capital Cincinnati focuses on wealth management, family office services, in-house tax planning, and institutional money management.Carey is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner awarded by the CFP Board of Standards with the FINRA Series 66 license, serving clients as an Investment Advisor Representative. He also carries the Chartered Retirement Planning Counselor℠ (CRPC®) designation. Currently, Carey is working towards his MBA at the Ross School of Business at the University of Michigan.For more information, please reach out to Carey by email at Carey.Markoe@mai.capital or via direct phone at 513.579.3595.

Mar 2024 - Present

Team Leader

State Farm

Cincinnati Metropolitan Area

Jun 2016 - Sep 2017

Account Manager & Agent Aspirant

State Farm

Cincinnati Metropolitan Area

Aug 2015 - Sep 2017
Team & coworkers

Colleagues at MAI Capital Management

Other employees you can reach at mai.capital. View company contacts for 456 employees →

MA Musa Alhaji Adam Musa Alhaji Adam Colleague at Mai Capital ManagementNigeria View → MS Meghan Smith, Cfp®, Ea Meghan Smith, Cfp®, Ea Colleague at Mai Capital ManagementGreater Cleveland, United States View → RB Rick Beebe Rick Beebe Colleague at Mai Capital ManagementNaples, Florida, United States View → DH Derrick Hope Derrick Hope Colleague at Mai Capital ManagementCharlotte, North Carolina, United States View → VV Vinoth Vino Vinoth Vino Colleague at Mai Capital ManagementTamil Nadu, India View → JB Juliana Babasuli Jales Juliana Babasuli Jales Colleague at Mai Capital ManagementMiami, Florida, United States View → BG Benjamin Garcia Benjamin Garcia Colleague at Mai Capital ManagementCleveland, Ohio, United States View → HJ Hailey Jackson, Mba Hailey Jackson, Mba Colleague at Mai Capital ManagementOlmsted Falls, Ohio, United States View → JS Jacqueline Spirko Jacqueline Spirko Colleague at Mai Capital ManagementCleveland, Ohio, United States View → LL Lauren Lippert, Cpa, Cfp® Lauren Lippert, Cpa, Cfp® Colleague at Mai Capital ManagementGreater Cleveland, United States View →
3 education records

Carey M. Markoe, Cfp® education

K-12

Indian Hill High School

Activities and Societies: Senior Class Officer (Secretary); member of the 13-Year Club

FAQ

Frequently asked questions about Carey M. Markoe, Cfp®

Quick answers generated from the profile data available on this page.

What company does Carey M. Markoe, Cfp® work for?

Carey M. Markoe, Cfp® works for MAI Capital Management.

What is Carey M. Markoe, Cfp®'s role at MAI Capital Management?

Carey M. Markoe, Cfp® is listed as Wealth Manager, Director at MAI Capital Management.

What is Carey M. Markoe, Cfp®'s email address?

AeroLeads has found 1 work email signal at @statefarm.com for Carey M. Markoe, Cfp® at MAI Capital Management.

What is Carey M. Markoe, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 513 for Carey M. Markoe, Cfp® at MAI Capital Management.

Where is Carey M. Markoe, Cfp® based?

Carey M. Markoe, Cfp® is based in Cincinnati Metropolitan Area, United States while working with MAI Capital Management.

What companies has Carey M. Markoe, Cfp® worked for?

Carey M. Markoe, Cfp® has worked for Mai Capital Management, Mai Capital Management, Llc, Merrill Lynch Wealth Management, State Farm, and American Income Life Insurance Company.

Who are Carey M. Markoe, Cfp®'s colleagues at MAI Capital Management?

Carey M. Markoe, Cfp®'s colleagues at MAI Capital Management include Musa Alhaji Adam, Meghan Smith, Cfp®, Ea, Rick Beebe, Derrick Hope, and Vinoth Vino.

How can I contact Carey M. Markoe, Cfp®?

You can use AeroLeads to view verified contact signals for Carey M. Markoe, Cfp® at MAI Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Carey M. Markoe, Cfp® attend?

Carey M. Markoe, Cfp® holds Master Of Business Administration - Mba from University Of Michigan - Stephen M. Ross School Of Business.

What skills is Carey M. Markoe, Cfp® known for?

Carey M. Markoe, Cfp® is listed with skills including Management, Time Management, Political Consulting, Microsoft Word, Social Networking, Customer Service, Training, and Leadership.

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