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Carletta Forney

Director of Client Financial Education at Mainstream Financial Group
Intro Book
Carletta Forney is a seasoned financial expert with 23 years of experience, holding a Master's degree in Mathematics Teacher Education from Auburn University, and possessing expertise in Retirement Planning, Wealth Management, and Investments.
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Location
Chelsea, Alabama, United States, US
Skills
  • Retirement Planning
  • Wealth Management
  • Investments
  • Strategic Financial Planning
  • Financial Analysis
  • Show all
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Bio

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Carletta Forney is a seasoned financial expert with over 23 years of experience in retirement planning, wealth management, and investments. As Director of Client Financial Education at Mainstream Financial Group, she has conducted extensive financial literacy workshops throughout Alabama, empowering individuals to make informed financial decisions. Prior to this role, Forney held positions at Accenture and BellSouth/AT&T, where she developed expertise in computer systems and project management. She holds a Bachelor's degree in Mathematics Teacher Education from Auburn University and a Master's degree, further solidifying her foundation in finance and education.

Experience

  • Mainstream Financial Group
    • 2 North 20th Street, Suite 1140
    • Director of Client Financial Education
      • 2001 - Present
      • 2 North 20th Street, Suite 1140

      Conducts Financial Literacy Workshops throughout the State of Alabama.

  • Accenture
    • Birmingham, Alabama Area
    • Computer Systems and Project Manager.
      • Sep 2000 - Jul 2006
      • Birmingham, Alabama Area

  • BellSouth/AT&T
    • Birmingham, Alabama
    • Software and Computer Systems Developer; Computer Systems and Project Manager.
      • Sep 1976 - Dec 1996
      • Birmingham, Alabama

Education

  • 1971 - 1976
    Auburn University
    Bachelor's degree; Master's Degree, Mathematics Teacher Education

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Industry Focus. “Financial Services”

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