Carrie S. Gallaway, CFP® is a member of The Sorensen Group at Morgan Stanley Smith Barney, a financial advisory group in New York City, that provides education planning, retirement planning, asset allocation, manager selection and liaison, risk management, estate planning and tax strategies. Her goal is to take stress out of her client’s lives and provide them with piece of mind. Her clientele consists of small businesses, high-net-worth individuals and families.\r\n Carrie started her financial career in 1998 at DLJdirect, Inc. She joined Citigroup Asset Management as a portfolio associate in 1999 and subsequently became a financial advisor with Morgan Stanley Smith Barney and its predecessor firms in 2005.\r\n For the last three years, Carrie was selected for On Wall Street Magazine’s Top 40 Advisors Under 40 List. \r\n Carrie graduated from Lehigh University in 1998 with a Bachelor of Science in Business and Finance. In 2007 she received her CERTIFIED FINANCIAL PLANNING TM designation. She is licensed for securities trading as well as life and health insurance.\r\nCarrie lives in Hoboken, New Jersey with her husband, Tony, and their daughter and son. During her free time, Carrie loves partaking in outdoor activities with her family and enjoys traveling, downhill skiing, hiking and running. \r\n
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