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Gail Carrion

Partner
Gail Carrion collage

Managing wealth requires putting together all pieces of a client's financial puzzle so that they can gain the financial clarity needed to be confident in their family's future. My commitment to client service began early in my banking career where I learned the importance of becoming a trusted family advisor building estate plans to fulfill client wishes.

I spend my free time enjoying the beauty of nature while relaxing at beaches, playing golf and participating in outdoor activities. I'm a founding member of Elfi's Silver Pearl Sisterhood, a women-driven organization that allows women to share their love of the Corvette while furthering the mission of the National Corvette Museum. Lifetime members of the Lone Star Corvette Club, my husband, Joe, and I enjoy taking summer trips with our "Corvette friends." I'm active in the community and volunteer my time at Minnie's Food Pantry. Joe and I live in Frisco and have a blended family of one daughter, two sons and six grandchildren.

CA Insurance License Number: 0J10966. Resident State TX.

Professional Focus

With over 40 years in the financial services industry, Gail believes in building long-lasting relationships with clients and their families. She carefully listens, asks important questions and works to uncover each client's goals and objectives.

Past Experience

  • Wells Fargo Advisors
  • Sun Trust Bank
  • Bay Bank and Trust

Education & Professional Achievements

  • Cannon Financial Institute
  • Gulf Coast Community College, Principals of Banking

Ready to put a plan in place for the future?

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