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Winsome Carter

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Winsome Carter

Vice President, Financial Advisor | Sage Rutty & Co., Inc

City of Rochester, New York, United States

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Winsome Carter

Summary

Winsome Carter is a seasoned financial professional with over two decades of experience in investment advisory and portfolio management. Currently serving as Vice President and Financial Advisor at Sage Rutty & Co., Inc., she specializes in asset allocation, retirement planning, and strategic financial planning. Winsome's career reflects a strong commitment to helping clients navigate complex financial landscapes and achieve their investment goals. She has held notable positions at Morgan Stanley and Merrill Lynch, where she honed her skills in wealth management. With an MBA from St. John Fisher College and a background in economics, her academic credentials complement her extensive practical experience. Winsome is known for her strategic thinking and ability to adapt to changing market conditions. She is passionate about promoting financial literacy and empowering individuals to take control of their financial futures. Outside of her professional pursuits, she is likely to engage in community initiatives that support financial education.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

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Corporate Experience

Winsome Carter

Work Experience

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Vice President, Financial Advisor at

Sage Rutty & Co., Inc

January 2008 - Present

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Financial Advisor at

Morgan Stanley

January 2001 - January 2008

💼

Financial Advisor at

Merrill Lynch/Wfc/L. Inc.

January 1995 - January 2001

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Winsome Carter

Education

St. John Fisher College, Master Of Business Administration (Mba)

Chase Management Training Program

Hunter College, Bachelor Of Business Administration (Bba)

Frequently Asked Questions about Winsome Carter

What is Winsome Carter email address?

Winsome Carter's primary email address is *******@sagerutty.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Winsome Carter work for?

Winsome Carter is a Vice President, Financial Advisor at Sage Rutty & Co., Inc, a company specializing in Monetary Authorities-Central Bank.

Where Winsome Carter graduated from?

Winsome Carter holds a degree in Business Administration And Management, General from St. John Fisher College.

How can I directly contact Winsome Carter?

To contact Winsome Carter directly, you can use the email address *******@sagerutty.com. Complete contact information is available upon registration with Muraena.

Who is Winsome Carter?

Winsome Carter is a seasoned financial professional with over two decades of experience in investment advisory and portfolio management. Currently serving as Vice President and Financial Advisor at Sage Rutty & Co., Inc., she specializes in asset allocation, retirement planning, and strategic financial planning. Winsome's career reflects a strong commitment to helping clients navigate complex financial landscapes and achieve their investment goals. She has held notable positions at Morgan Stanley and Merrill Lynch, where she honed her skills in wealth management. With an MBA from St. John Fisher College and a background in economics, her academic credentials complement her extensive practical experience. Winsome is known for her strategic thinking and ability to adapt to changing market conditions. She is passionate about promoting financial literacy and empowering individuals to take control of their financial futures. Outside of her professional pursuits, she is likely to engage in community initiatives that support financial education.

Winsome`s contact details

mail

*******@sagerutty.com

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Trevor Holly

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