What is a CRPC®? A CHARTERED RETIREMENT PLANNING COUNSELORSM, or CRPC®, designation from the College for Financial Planning indicates that the holder has completed a rigorous course of study that addresses pre- and post-retirement needs, including asset management and estate planning. Additionally, individuals must pass an end-of-course examination, agree to adhere to standards of professional conduct, and are subject to a disciplinary process.
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Carrie Dorman CRPC®, CLTC
Operations Manager
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.
Phone 608-233-1000
Toll Free Phone 888-877-8097
Text (Direct) 608-710-4602
Fax 608-233-1085
What is a CLTC? A CERTIFIED LONG-TERM CARE, or CLTC, designation from the Corporation for Certification for Long-Term Care indicates that the holder has completed a course of study focusing on the subject of longevity and its consequences on their client’s family and finances. Additionally, individuals must pass an end-of-course examination and must complete continuing education training every two years.
Check the background of this investment professional on FINRA’s BrokerCheck