Carrie Hulen, CRPC®, ADPA®

Carrie Hulen, CRPC®, ADPA®

Partner - Financial Consultant

Phone: 941.256.9300
Fax: 941.256.9301
E-mail:
 

CARRIE HULEN CRPC®, ADPA®
Partner / Financial Consultant

  • 25 + years Financial Industry Experience
  • Portfolio Strategist & Technical Analyst
  • Chartered Retirement Plan Counselor (CRPC®)
  • Accredited Domestic Partnership Advisor (ADPA®)
  • 5-Star Wealth Manager*

Carrie has spent more than two decades within the financial services community. First with Boatmen's Bank in St. Louis, followed by PaineWebber/UBS, then Banc of America Investment Services and as a founding partner of Capstan, Carrie has consistently demonstrated her ability to deliver for her clients with persistent effort and diligent planning with a client-centered focus.

As a member of the Capstan Leadership Committee, Carrie develops and implements the firm's long-term strategic plan. Her day-to-day activities revolve around her responsibility for guiding Capstan's portfolio selection process through asset allocation, investment manager selection, technical and tactical analysis in addition to application of investment policies.

Carrie holds the Series 7, Series 63, Series 65 registrations and Life, Health, Long - Term care and Annuity licenses in addition to holding the Chartered Retirement Plan Counselor (CRPC®) and Accredited Domestic Partnership AdvisorSM (ADPA®) designations from the College of Financial Planning. She is a graduate of the University of Missouri-St. Louis with a Bachelor of Science in Finance degree. Carrie currently sits on the IMG Foundation Board of Directors, has previously sat on the Executive Board of Directors for ALSO, a local non-for-profit charity aiding youth in GLBTQ community and has completed the Sarasota Chamber of Commerce Leadership program in years past. Carrie joined the Sarasota community from St. Louis, MO 12 years ago to enjoy warmer weather and has built a home for herself with her two rescued greyhounds, for which she has an immense passion.

*2016 Survey conducted by Five Star Professional, an independent third-party research firm, who received nominations among all wealth managers in the wealth management area from peers or firms and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history. Carrie Hulen was named 2016 Five Star Wealth Managers which represents less than 21% of the total wealth managers in the area. The Five Star award is not indicative of the wealth manager’s future performance. For more information see: http://ww2.fivestarprofessional.com/research