Financial Advisor - LaMoure, Edgeley & Oakes
When Carly initially joined Valley Wealth Advisors in 2014, she was hired as the Marketing Director, but soon after, she developed a desire to become an advisor. A year later, in 2015, Carly became a licensed Financial Advisor and excelled in both her role as an Advisor and the Marketing Director for several years.
Today, Carly’s primary focus is helping clients develop a cohesive and comprehensive financial strategy to pursue both their short and long-term objectives. Prior to joining the team, Carly graduated from North Dakota State University with a Bachelor of Science Degree in Marketing and a Minor in Public Relations & Advertising.
Carly Rott holds the following registrations:
- Series 7 – General Securities Representative *
- Series 66 – Uniform Combined State Law **
- Life and Health Insurance
*Registrations are held through LPL Financial
**Registrations held through NewEdge Advisors, LLC
Carly, her husband Justin, and their daughters Jaedyn and Jozi, currently reside in LaMoure, ND. Justin works as an electrician for Dakota Valley Services in Edgeley, ND. They both enjoy spending time at the lake with family and friends and some of their hobbies include hunting, fishing, and golf.