
Season 1 · Episode 29
Who does a Daily Money Manager Serve? With Amy Carrick
The Weekly Wealth Podcast · David Chudyk
September 11, 202034m 52s
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Show Notes
WIth years of experience as a daily money manager, Amy Carrick serves the needs of those who are in the most need of help. In this episode, we talk about the roles that a daily money manager can play and how Amy handles the daily financial affairs of her clients.
If you are interested in speaking with Amy, she can be reached at [email protected] or via telephone 864 915-5505. Make sure to check out her website at www.carrickconsulting.com
If you have ever wondered what it looks like, to work with a financial advisor, email [email protected] or visit www.calendly.com/davidpf to schedule your 30 minute telephone, in person, or zoom conversation.
Don't forget to check out www.weeklywealthpodcast.com