About
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Marie Carney, CES, RICP, ADPA
Managing Director - InvestmentsMarie holds all the necessary securities registrations including Series 7 and 66 registrations, and licenses in life, annuity and long-term care insurance. Among her designations, she is a Certified Estate and Trust Specialist (CES), having completed advanced curriculum including estate planning, asset repositioning, beneficiary planning and taxation.
Wells Fargo Advisors has recognized Marie as a member of the firm’s Platinum Council (previously known as Premier Advisor), a distinction held by a select group of Financial Advisors within the firm.* She has been named by Forbes magazine to the Kentucky lists of Best in State Wealth Advisors, Top Women Advisors and Best in State Teams. Working Mother magazine has also recognized her as a Top Wealth Advisor.
Marie holds a B.A. from Centre College, Danville, Kentucky, and a J.D. from the University of Louisville School of Law. She has been a financial advisor for more than 25 years.
Having a son with special needs, Marie is well-versed in supporting families who face unique financial planning challenges. In her free time, she enjoys reading, traveling, and spending time with her family and rescue dog, Aussie.
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The Forbes Best-In-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Anthony (Tony) Carney, RICP
Senior Vice President - Investmentslong-term approach to comprehensive wealth planning including analysis of liabilities, risk management, retirement income planning, personal finance and estate planning strategies to transition wealth to future generations.
His client relationships begin with an in-depth consultation to gain insight into each client’s current financial situation and goals. His objective is to help people live their best lives and reach retirement without compromising their future. Relying on time-tested strategies of diversification and allocation rebalancing, Tony regularly evaluates portfolios and meets with clients to help ensure their plans respond to market conditions as well as changes in their personal lives.
In addition to holding his Series 7 and 66 registrations, Tony is a licensed agent in life, annuity and long-term care insurance. He earned the Retirement Income Certified Professional® (RICP®) designation by demonstrating an understanding of concepts, methods and strategies for providing financial advice to individuals on retirement planning. In 2023, he was named as one of the Forbes Best-in-State Wealth Management Teams for Kentucky.
Tony earned his B.A. from Georgetown College and has taken Masters’ level classes at Webster University and Southern Baptist Theological Seminary. He lived overseas for many years and owned or co-owned several private companies, giving him insight into the retirement needs of business executives and the owners of closely held companies.
A world traveler, Tony speaks several languages and is engaged by learning about world cultures and people. In his spare time, he is an avid reader and runner, and enjoys spending time with his family.
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The Forbes Best-In-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Julie M. Jones
Assistant Vice PresidentSenior Registered Client Associate
Julie holds a Bachelor of Arts degree from the University of Louisville, and the Series 7, 66, 9, 10, 3 and 31 registrations. In 2019, she was named as a Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate).*
Julie and her husband, Chris, have three children and live in Louisville. She enjoys cooking and appreciates the time she spends walking in neighborhood parks with her husband.
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*The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
Charlene Brucek
Senior Client AssociateAiming to make a difference in the world, Char was a wish grantor with Make-A-Wish and is a member of the Love Feast program at her church, where they plan, prepare and serve meals to underprivileged guests. She also created a Cozy Warm Coats for Kids program for underprivileged children.
Char and her husband, Ed, live in Louisville and have four children. She enjoys making crafts, gardening, cooking, game nights with her husband, and spending time with family and friends.
David Randles
Client AssociateDavid is a graduate of the University of Louisville. He is life and health insurance licensed. Teaching financial literacy to youth and others is a topic of importance to him as he is a believer in the value of financial education.
David resides in Louisville with his wife, Emily, and their daughter. When not in the office, he is often found outdoors hiking and paddleboarding and spending time with family and friends.