Title: Chief Executive Officer
Company: Carey Secure Money Management & Financial Services
Location: Midlothian, Virginia, United States
Robert Carey, Chief Executive Officer at Carey Secure Money Management & Financial Services, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in financial management and retirement planning.
As a Life Underwriter Training Council Fellow (LUTCF) of the National Association of Insurance and Financial Advisers, Mr. Carey is also a Top of the Table lifetime member of the Million Dollar Round Table trade association. He has acted as the chief executive officer of Carey Secure Money Management & Financial Services since 1989, where he has worked to help his clients enjoy a better, stress-free retirement. Through his work, Mr. Carey has learned that all people need help planning for their retirement, and he finds it very rewarding to see how he has improved his clients’ financial security. Over the course of his career, he has observed the development of more government regulations and consumer protections on insurance and annuity products. He feels that people will become more educated and confident on retirement finance in the future.
Mr. Carey served in the United States Army from 1958 to 1964, when he received an honorable discharge. He became involved in his profession by watching previous retirees who lost large portions of their retirement investments in the market and strives to show people better and safer ways to protect their savings. Mr. Carey’s philosophy involves investing in secure funds and guaranteed products which do not risk the client’s principal. He treats all his clients how he would like to be treated, with honor and integrity, and the majority of his business comes from referrals. He advises aspiring professionals to be honest in business dealings and to become a leading expert in a specialized field. Mr. Carey believes that putting the client first and your pocketbook second is vital to building a reputation as a trusted financial professional.
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