Carlie Dugan Work

Managing Partner @ Cornerstone Financial Partners LLC
Present
Branch Manager and Financial Advisor @ Raymond James
Present
Member - Foundation Board of Directors @ Salem State University
Present

Carlie Dugan Education

Bachelor's Degree in (BS) Business Administration @ Endicott College, Van Loan School of Graduate and Professional Studies
Associate's Degree in (AA) Merchandising & Buying @ Art Institute of Atlanta

Carlie Dugan Skills

Retirement Planning
Financial Advisory
Strategic Financial Planning
Estate Planning
Portfolio Management
Investment Advisory
Risk Management
Asset Management
Wealth
Retirement
+14 more

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