Carrie Larson

Carrie Larson, CFP®, is the Executive Director and Senior Wealth Strategist at UBS, where they have been since 2022. Previously, they held positions as Director and Associate Director within UBS’s Advanced Planning Group from 2016 to 2019. Carrie gained experience as a Senior Financial Analyst and Financial Planner at Goldman Sachs Family Office in 2011, and they earned a Juris Doctor from New York Law School, specializing in banking, finance, and estate planning. They hold a Bachelor of Arts in Industrial and Organizational Psychology from the University of Minnesota-Twin Cities.