CONNECT

Address:

500 Post Road East 1st Floor
Westport, CT 06880

Phone:

203-291-4770

Patricia Carrera

Patricia Carrera

Financial Professional

Patricia provides sophisticated financial planning strategies for individuals, small businesses and charities.  Patricia joined AXA Advisors in 2008.  She brings over 20 years of experience in finance and compensation/benefits in the corporate and nonprofit sectors to her practice.  Her focus on education and a collaborative process enables her clients to make informed decisions and take effective action to reach their goals.

Patricia has earned the Certified Divorce Financial Analyst designation, awarded by the Institute for Divorce Financial Analysts™.  As a CDFA™, Patricia prepares comprehensive financial analyses that illustrate the short and long term impact of potential settlement options.  By providing valuable insights into the financial issues of divorce, Patricia’s work enhances her clients’ and their attorneys’ abilities to reach equitable long-term solutions.

Recognized for her achievements, Patricia has received the National Leaders Corps Award which recognizes outstanding sales performance.

Patricia holds a B.A. in Economics from Swarthmore College.  She also received an MBA in Finance from the NYU Stern School of Business.  She is actively involved in organizations that promote women’s advocacy.

Patricia is a mother of three and lives in Wilton, CT.  In her leisure time, she enjoys tennis, ice hockey and yoga.

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (203) 326-7330
Fax (203) 326-7399
Mobile Phone (914) 610-6090
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck