Carrie Williams

Client Engagement Specialist, Associate

Youngstown, OH

Carrie Williams is a Client Engagement Specialist at Rockport Wealth Advisors. In this role she strives to build and maintain strong relationships with clients through proactive communication and personalized service, conducting regular check-in calls to ensure client satisfaction, gather feedback, and identify opportunities to enhance the overall client experience.

Prior to joining Rockport, Carrie served as a Revenue Accountant for Carney-McNicholas where she was responsible for long and short haul drivers’ revenue as well as billing national accounts and ensuring all income from commercial and residential moves was accurately recorded and billed.

She earned her Bachelor of Science in Business Administration with a concentration in Marketing from Youngstown State University.

Carrie lives in Canfield, Ohio with her husband Kris who are the proud parents to their two daughters, Kennedy and Maeghan. Outside the office, she enjoys visiting her daughters in Columbus, traveling, and spending time with friends. She is also actively involved in the community, serving as a volunteer for The United Way.

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