Carey M. Markoe, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹

Work Experience

• Joined MAI in 2022 and helps high net worth individuals and families define and meet their goals and objectives
• Previously employed as a Senior Financial Advisor at Merrill Lynch Wealth Management
• Investment Advisor Representative, Series 66, NASAA
• Licensed to review Variable, Life, Health, Property, & Casualty insurance in Ohio

Life Outside of MAI 

• Huge fan of Cincinnati Bearcats, Cincinnati Bengals, Cal Golden Bears, and Michigan Wolverines
• Member, Board of Trustees (Ohio), National Multiple Sclerosis Society
• Treasurer & Member, Board of Directors, Indian Hill Foundation
• Member, Advisory Board, General Electric Credit Union
• Completed Flying Pig Full Marathon in 2017
• Completed Flying Pig Half Marathon in 2020

Education

• University of Cincinnati – Carl H. Lindner College of Business, BBA in Applied Economics
• Currently pursuing Master of Business Administration (MBA) at the University of Michigan Stephen M. Ross School of Business

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.