Marnie Nebeker

RP®
Registered Associate
Carter Financial Management
mnebeker@carterwealth.com

Marnie serves with the Muldoon Team alongside Kathy Muldoon, CFP® and Aaron Hays, CFP®. She has more than 15 years of experience in the financial industry, including working for Raymond James Financial Services in Idaho. Marnie initiates all account paperwork and manages all aspects of money movement. She understands the complexities and unique needs of the client and is the go-to person for client account needs. She ensures clients have smooth transitions to CFM while providing superior customer service through her dedication and commitment to excellence.  In 2015, she was awarded the Raymond James Outstanding Branch Professional Award[1] for her exemplary work with clients, colleagues and others in the community.

Marnie graduated from Rick’s College, now known as BYU-I with an Associate Degree in Accounting. She obtained the Registered Paraplanner® designation in 2012 and holds licenses in Insurance, General Securities (Series 7) and Uniform Securities (Series 63).

Marnie lives in Allen and enjoys reading, biking and spending time with friends and family.

[1] The Outstanding Brach Professional award is designed to recognize support professionals in RJFS branches who contribute to the success of their advisors and teams.