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Carrie Exley Email & Phone Number
Financial Advisor
at
Echelon Wealth Partners
1 work email found
@wellsfargoadvisors.com
2 phones found area 314 and 651
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Rochester, Minnesota, United States
Company size
Who is Carrie Exley? Overview
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Quick answer
Carrie Exley is listed as Financial Advisor at Echelon Wealth Partners, a company with 7 employees, based in Rochester, Minnesota, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 314, 651, and a matched LinkedIn profile for Carrie Exley.
Carrie Exley previously worked as Financial Advisor, AVP at Wells Fargo Advisors and Financial Consultant, AVP at Associated Investment Services. Carrie Exley holds Bachelor Of Science (Bs), Speech Communications from St. Cloud State University.
Company email context
Email format at Echelon Wealth Partners
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{first}.{last}@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Carrie Exley. Compare company email patterns before reaching out.
Profile bio
About Carrie Exley
As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve and protect your wealth, I can help.Before entering the financial services industry, I graduated from St. Cloud State University with a degree in Speech Communications and Marketing. For the last 12 years I have worked in the financial services industry and enjoyed working with great people. Now a Financial Advisor with the Rochester office of Echelon Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC, I take pride in working for a firm that puts you first.My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. I believe being passionate about my clients and their future is essential to being good at what I do. And my commitment doesn't end there. I want to know my clients wants, needs, dreams and legacy plans so I can do my part to help them plan and prepare to get there. Whether my clients need help investing, protecting or transferring their wealth I am there to make is an easy and seamless process. In the community I spend time volunteering at my children’s school, church and helping with United Way. Away from the office, I also enjoy dancing, skiing, traveling, reading and spending time with my family. My Husband Scott and I live in Cannon Falls with our four energetic children Bailey, Jameson, Maclynn and Brody. Backed by the vast resources of Echelon Wealth Partners, I help plan for my client’s future one step at a time look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
Listed skills include Risk Management, Series 7, Insurance, Financial Analysis, and 17 others.
Current workplace
Carrie Exley's current company
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Echelon Wealth Partners
6 roles
Carrie Exley work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Jun 2020 - Present
Financial Advisor, Avp
Jun 2014 - Jun 2020
Financial Consultant, Avp
Associated Investment Services
-Assist clients with retirement planning needs
May 2012 - May 2014
Sr Branch Manager, Avp
Sep 2006 - Apr 2012
Sr. Wholesaler/ Regional Sales Consultant
Us Bancorp Investment & Insurance
May 2004 - Aug 2006
2 education records
Carrie Exley education
Bachelor Of Science (Bs), Speech Communications
Education record
Byron High School
FAQ
Frequently asked questions about Carrie Exley
Quick answers generated from the profile data available on this page.
What company does Carrie Exley work for?
Carrie Exley works for Echelon Wealth Partners.
What is Carrie Exley's role at Echelon Wealth Partners?
Carrie Exley is listed as Financial Advisor at Echelon Wealth Partners.
What is Carrie Exley's email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Carrie Exley at Echelon Wealth Partners.
What is Carrie Exley's phone number?
AeroLeads has found 2 phone signal(s) with area code 314, 651 for Carrie Exley at Echelon Wealth Partners.
Where is Carrie Exley based?
Carrie Exley is based in Rochester, Minnesota, United States while working with Echelon Wealth Partners.
What companies has Carrie Exley worked for?
Carrie Exley has worked for Echelon Wealth Partners, Wells Fargo Advisors, Associated Investment Services, Associated Bank, and Us Bancorp Investment & Insurance.
How can I contact Carrie Exley?
You can use AeroLeads to view verified contact signals for Carrie Exley at Echelon Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Carrie Exley attend?
Carrie Exley holds Bachelor Of Science (Bs), Speech Communications from St. Cloud State University.
What skills is Carrie Exley known for?
Carrie Exley is listed with skills including Risk Management, Series 7, Insurance, Financial Analysis, Loan Origination, Cross Selling, Mortgage Banking, and Relationship Management.
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