Working Together for Your Wellbeing

Marie Carney, CES, RICP, ADPA
Managing Director - Investments
Email Address
marie.carney@wellsfargoadvisors.comPhone Number
(502) 339-4152Marie Carney, RICP®
Senior Financial Advisor
Managing Director – Investments
Certified Estate & Trust Specialist
Marie Carney provides comprehensive wealth management advice to individuals and multi-generational families encompassing retirement planning, portfolio management, risk management, liabilities management and estate planning strategies. Marie’s client relationships begin with an in-depth consultation and development of a long-term plan using the resources and technology of Wells Fargo Advisors. She strives to provide strategies that are most appropriate for how her clients want to invest and what they want to achieve.
Marie holds all the necessary securities registrations including FINRA Series 7 and 66 security registrations, and licenses in life, annuity and long-term care insurance. Among her designations, she is a Certified Estate & Trust Specialist (CES), having completed advanced curriculum including estate planning strategies, asset repositioning, beneficiary planning and taxation.
Wells Fargo Advisors has recognized Marie as a member of the firm’s Platinum Council in years 2020-2024.
She has been named by Forbes magazine to the Kentucky lists of Best-in-State Wealth Advisors, Top Women Wealth Advisors Best-in-State (both awards won in 2022-2026) and Best-in-State Wealth Management Teams (awarded under the name The Bradley and Carney Financial Consulting Group of Wells Fargo Advisors consisting of Jill Bradley (Managing Director – Investments), Marie Carney (Managing Director – Investments) and Tony Carney (Financial Advisor) in 2023; awarded under the name The Carney Investment Group of Wells Fargo Advisors, consisting of Marie Carney (Managing Director – Investments) and Tony Carney (Financial Advisor) in year 2024-2026.)
Working Mother magazine has also recognized her as a Top Wealth Advisor Moms (2021).
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.
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
2024 Platinum Council
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
2026 Forbes Best-In-State Wealth Advisors
2026 Forbes Best-In-State Wealth Advisors: Awarded April 2026; Data Compiled by SHOOK Research LLC based on the time period from 6/30/24 – 6/30/25 (Source: forbes.com). Review Award Disclosures.
2025 Forbes Best-In-State Wealth Advisors
2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data Compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (Source: forbes.com). Review Award Disclosures.
2024 Forbes Best-In-State Wealth Advisors
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data Compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: forbes.com). Review Award Disclosures.
2023 Forbes Best-In-State Wealth Advisors
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data Compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: forbes.com). Review Award Disclosures.
2022 Forbes Best-In-State Wealth Advisors
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data Compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: forbes.com). Review Award Disclosures.
2026 Forbes Top Women Wealth Advisors Best-In-State
2026 Forbes Top Women Wealth Advisors Best-In-State: Awarded February 2026; Data Compiled by SHOOK Research LLC based on the time period from 6/30/24 – 6/30/25 (Source: forbes.com). Review Award Disclosures.
2025 Forbes Top Women Wealth Advisors Best-In-State
2025 Forbes Top Women Wealth Advisors Best-In-State: Awarded February 2025; Data Compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (Source: forbes.com). Review Award Disclosures.
2024 Forbes Top Women Wealth Advisors Best-In-State
2024 Forbes Top Women Wealth Advisors Best-In-State: Awarded February 2024; Data Compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: forbes.com). Review Award Disclosures.
2023 Forbes Top Women Wealth Advisors Best-In-State
2023 Forbes Top Women Wealth Advisors Best-In-State: Awarded February 2023; Data Compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: forbes.com). Review Award Disclosures.
2022 Forbes Top Women Wealth Advisors Best-In-State
2022 Forbes Top Women Wealth Advisors Best-In-State: Awarded February 2022; Data Compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: forbes.com). Review Award Disclosures.
2026 Forbes Best-In-State Wealth Management Teams
2026 Forbes Best-In-State Wealth Management Teams: Awarded January 2026; Data Compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: forbes.com). Review Award Disclosures.
2025 Forbes Best-In-State Wealth Management Teams
2025 Forbes Best-In-State Wealth Management Teams: Awarded January 2025; Data Compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: forbes.com). Review Award Disclosures.
2024 Forbes Best-In-State Wealth Management Teams
2024 Forbes Best-In-State Wealth Management Teams: Awarded January 2024; Data Compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: forbes.com). Review Award Disclosures.
2023 Forbes Best-In-State Wealth Management Teams
2023 Forbes Best-In-State Wealth Management Teams: Awarded January 2023; Data Compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: forbes.com). Review Award Disclosures.
2021 Working Mother’s Top Wealth Advisor Moms: Awarded October 2021; Data compiled by SHOOK Research LLC based on the time period form 03/31/20 – 03/31/21 (Source: Workingmother.com). Review Award Disclosures.
Certificates
CES, RICP, ADPA