Katy Carr joined Charter Oak Capital Management in 2016 as an Associate Advisor. A seasoned financial services professional, she helps clients identify their goals and manage their investments through market conditions to achieve financial peace of mind. She collaborates with other advisors in the firm, supporting client requests, diligently researching successful financial strategies, and helping families achieve their retirement dreams. Katy began her financial services career in 2000 at A. G. Edwards in Portsmouth, NH, and later moved to Raymond James in York, ME, in 2013. She has dedicated years to helping individuals and families through her attention to detail, good listening skills