Bonnie Bailey, CFP®

Wealth Advisor at Carson Wealth - Hagerstown, MD
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Contact Information
us****@****om
(386) 825-5501
Location
Hagerstown, Maryland, United States, US

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Bio

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Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Nov, 2017
    - Nov, 2024

Experience

  • Carson Wealth
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Wealth Advisor
      • Aug 2016 - Present

      Investment advisory services offered through CWM, LLC an SEC registered advisor. Third party posts on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

    • Advisor Resource Manager
      • Aug 2016 - Aug 2016

  • Cornerstone Wealth Management Group.
    • Hagerstown, Maryland
    • Wealth Advisor
      • Aug 2016 - Aug 2016

  • Capital Fiduciary Advisors, LLC
    • Shepherdstown, WV
    • Associate, Wealth Advisor
      • May 2014 - Aug 2016

  • Yarnability - SewInclined
    • shepherdstown, west virginia
    • Education Coordinator
      • Jan 2012 - Jun 2016

      In addition to developing curriculum and projects for my own knitting classes, I coordinate all of the other classes. This includes developing a theme for each season, scheduling and managing conflicts, and updating the calendar on the website. In addition to developing curriculum and projects for my own knitting classes, I coordinate all of the other classes. This includes developing a theme for each season, scheduling and managing conflicts, and updating the calendar on the website.

  • HFI Wealth Management
    • Intern
      • May 2014 - Aug 2014

Education

  • Shepherd University
    Bachelor of Business Administration (BBA), Financial Planning and Services
    2012 - 2015
  • Hagerstown Community College
    2011 - 2012

Community

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