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MassMutual financial professional.

Carrie D. Wilsonemail

Carrie Wilson

1700 W. Industrial Drive, Suite G
Rogers, AR 72756

  • Professional Story

    Financial planning is a relationship built on trust and integrity and involves a close, ongoing relationship between advisor and client. As a Financial Planner with an independent practice, I work in close consultation with individuals, businesses, and families to help them develop a comprehensive, long-term financial plan that assists them in achieving their goals and objectives.

    My planning utilizes a consultative planning process that focuses on all areas of financial planning including investment allocation and wealth management, succession/retirement income planning, tax planning and estate planning, and risk management strategies.  My process for business planning constructs a strategy that aligns these planning areas for the business itself as well as the owner’s personal financial plan.  Committed to finding customized solutions for each client’s unique situation, I design plans that highlight the interrelated nature of a client’s financial life.

    I strive to reduce the complexity of financial planning issues, so clients fully understand all of their options.  I provide strategic planning for business owners that is developed as an integrated solution to assist them in reaching intended long-term results.  With an extensive background working with executives of large well-known companies, I offer valued assistance with the coordination of executive benefit and corporate retirement plans including stock options, incentive grants, deferred compensation, and thrift and 401(k) savings plans. 




    University of Oklahoma (1978-1982) BBA with emphasis in Economics


    Mountain biking
    motorcycling on the back of my husband's bike

    Affiliations & Memberships

    Member of the Institute of Divorce Financial Analysts (IDFA)
    Member of the Financial Planning Association (FPA)
    Member of the Rogers-Lowell Area Chamber of Commerce

    Community Involvement

    Founder and active committee member of the Rogers-Lowell Area Chamber of Commerce women's group, Hustle in Heels

  • Languages:
    • English

  • Credentials:
    • CFP®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Financial Education
    • Retirement Strategies

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