Carrier Wealth Management, LLC

Carrier Wealth Management, LLC At Carrier Wealth Management we focus on Investment Management and Comprehensive Financial Planning

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. finra.org, sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only

with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

🎉 Big News at Carrier Wealth Management!We are thrilled to announce that our team is growing! Please join us in official...
04/06/2026

🎉 Big News at Carrier Wealth Management!

We are thrilled to announce that our team is growing! Please join us in officially welcoming Ashley as our new Client Services Associate.

Ashley has spent the last three months diving deep into our LPL platform and mastering our client service processes. She’s now ready to hit the ground running, working alongside Farah to ensure your day-to-day needs—from scheduling to paperwork—are handled with the utmost care.

This growth allows us to better serve you. Ashley will be your go-to for administrative and account-related requests, bringing her sharp attention to detail to our daily operations. Meanwhile, Farah is stepping into an expanded role, collaborating more closely with Eliana on financial planning initiatives.

Get to Know Ashley
A proud Lafayette native and 2011 graduate in Diagnostic Ultrasonography, Ashley brings a unique technical perspective and a behind-the-scenes focus that keeps our practice running smoothly.

When she isn’t supporting our clients, you can find her active in the community by volunteering at her children’s school or substitute teaching. At home, she stays busy keeping up with her three kids—Hayden, Harper, and Luca—and their many extracurricular schedules. In her quieter moments, she enjoys hunting for Victorian-era antiques, thrifting with a coffee in hand, or relaxing with her pup, Tucker.

You may see Ashley copied on upcoming emails or hear her voice on the phone soon. We are so grateful for your continued trust and look forward to serving you with an even stronger team!

12/02/2025

Shop small. Support local. Make a big impact!

11/26/2025

Starting early on college savings can make a big difference in your child’s future!

References:
Education Data Initiative: Student Loan Debt Statistics, April 1, 2023
Zippia: Average Starting Salary out of College, Feb. 27, 2023
APLU: How does a college degree improve graduates’ employment and earnings potential?

11/18/2025

Let Carrier Wealth Management help you navigate how to best care for your aging parents.

11/13/2025

Becoming set for life means planning ahead. Explore how life insurance fits into your long-term goals!

11/06/2025

The best gift you can give your child is their future.
Invest smart with a 529 Savings Plan!

10/31/2025

Talk to CWM about building a cash management strategy that works for your life today and your future tomorrow.

10/28/2025
10/22/2025

It’s National Estate Planning Awareness Week!

Estate planning isn’t just for the wealthy. It’s about having the right documents in place to make things easier for the people you love.

In this video, I’m covering the three core documents that form the foundation of a solid estate plan: a Will or Trust, a Power of Attorney, and a Healthcare Directive.

These are the building blocks for protecting yourself and the people you care about.

10/20/2025

Build confidence in your estate strategy with guidance from a financial professional!

10/16/2025

In honor of Get Smart About Credit Day, take a moment to understand your credit score and how small changes can strengthen your financial confidence!

Address

2900 Moss Street Suite C
Lafayette, LA
70501

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5am

Telephone

+13375344200

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