Carrie Dorman CRPC^®, CLTC

Carrie Dorman is an Operations Manager at Benjamin F. Edwards, where she supports clients and advisors with account management, trade execution, and personalized service. She began her career in financial services in 2007 and joined Benjamin Edwards in 2012. Carrie has earned her FINRA Series 7 & 66, CRPC®, and CLTC® designations, and most recently, her FINRA Series 9 & 10 licenses to expand her supervisory capabilities and deepen her operational knowledge. She brings an approachable style and a strong commitment to client care. Carrie works to build lasting relationships through thoughtful engagement.

Outside of work, Carrie enjoys camping, hiking, and snowshoeing. She is also actively involved in her church’s children’s ministry, a role she has embraced since 2010. She and her husband live in Wisconsin with their two children.