Carley Roddy

Carley Roddy was raised in Kinston, where she developed a strong passion for serving others and building meaningful relationships within her community. She earned her Bachelor of Science in Business Administration with a concentration in Finance from the University of North Carolina Wilmington. During her academic career, Carley discovered a clear interest in the financial advising industry and recognized it as a field where she could combine her analytical skills with her desire to help others achieve their goals.

In her professional role Carley supports daily operations by assisting with paperwork preparation, client service needs, and agent communications. She is committed to providing exceptional support to both clients and advisors, ensuring accuracy, efficiency, and a positive client experience. Carley takes pride in her attention to detail and her dedication to serving clients with professionalism and care.

Outside of work Carley enjoys spending quality time with her family, friends, and dog Remi . She remains motivated by opportunities for personal growth and looks forward to continuing to build a rewarding career in the financial industry.