Carly Pickett​

Carly brings experience in financial planning and client service. She began her career with an internship at 4Life Wealth Advisors, where she quickly advanced to a part-time role as a Client Services Associate, supporting advisors and engaging directly with clients.

Carly graduated Magna Cum Laude from Texas A&M University with a Bachelor of Science in Education. During her time at Texas A&M, she discovered a passion for financial planning and pursued a Certificate in Financial Planning from the university. Upon completion, she plans to sit for the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam to further her commitment to excellence and fiduciary service.

At Stone Oak Wealth Management, Carly found a firm that aligned with her values—the commitment to guiding clients with wisdom and integrity. Her current responsibilities include developing financial plans, assisting senior advisors, participating in client meetings, and supporting operational needs such as account openings and money movement. Once she obtains her Series 65 license, Carly will expand her role to include placing trades on behalf of clients.

Outside of work, Carly enjoys attending church on Sundays, a great cup of coffee, reading, hunting, fishing, tending to her flowers, and spending time with her beloved Bichon Frise, Maddie.

Education:
Bachelors of Science in Education, College of Education & Human Development, Texas A&M University
Certificate in Financial Planning, Texas A&M University