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                        Stephanie Carey headshot

                        Stephanie Carey

                        Office Manager


                        Stephanie Carey has been the Office Manager and Marketing Assistant at Creative Wealth Solutions and Insurance Services, LLC since 2018.  She has also been the Marketing Assistant for Keith, Meadows and Dunn, LLC since 2016, prior to its merger with Creative Wealth Solutions in 2018.

                        Stephanie is a lifelong resident of East Bridgewater, MA.  She graduated Cum Laude from Bridgewater State University in 2016 with a Bachelor’s degree in Criminal Justice, Concentration in Victimology.  In her spare time, Stephanie enjoys cooking, baking, gardening, and photography.

                        Office: 781.347.3422
                        E-mail: scarey@creativewealthsolution.net

                        Disclosure

                        Jason Bourque is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #4139864), CT, FL, HI, IL, MA, MI, NH, RI, SC, UT, VA, and WI. No insurance business may be conducted outside the states referenced.

                        As a New York Life Agent, Jason Bourque is licensed and authorized to offer insurance in California, but CREATIVE WEALTH SOLUTIONS & INSURANCE SERVICES, LLC may not be. For additional information on California licensure status, please click here.

                        Jason Bourque is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2048 Washington St Ste 2, Hanover, MA, 02339, 781-347-3424. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, HI, IL, MA, NH, NM, NY, RI, SC, UT, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

                        Jason Bourque is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CT, FL, HI, IL, MA, NH, NM, NY, RI, SC, UT, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

                        CREATIVE WEALTH SOLUTIONS & INSURANCE SERVICES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                        Neither CREATIVE WEALTH SOLUTIONS & INSURANCE SERVICES, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                        For more information about NYLIFE Securities LLC and its investment professionals.

                        CLICK HERE
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                        • ABOUT
                          • TEAM
                            • EXPERTISE
                              • SERVICES
                                • PROCESS
                                  • RESOURCES
                                    • Calculators
                                      • Videos
                                      • CONTACT US
                                        • CLIENT LOGIN
                                          • NYLIFE Securities/Eagle
                                            • NYL Service Center
                                              • CWS eMoney Portal

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