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Meet Stephanie

Stephanie Carey headshot

Office: 781.347.3424
scarey@creativewealthsolution.net

Stephanie Carey

Office Manager

Stephanie has served as Office Manager and Marketing Assistant at Creative Wealth Solutions and Insurance Services, LLC since 2018. In 2025, she became licensed to sell insurance with New York Life, further expanding her role in supporting clients and strengthening the firm’s comprehensive service offerings.

A lifelong resident of East Bridgewater, Massachusetts, Stephanie graduated cum laude from Bridgewater State University in 2016 with a Bachelor’s degree in Criminal Justice, concentrating in Victimology. Her academic background reflects a strong commitment to advocacy, organization, and client-focused service.

Outside of work, Stephanie enjoys cooking, baking, gardening, photography, and spending time with her dog, Millie.

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Our Location

101 Accord Park Drive
Ste 201
Norwell, MA 02061

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Our Contact

(781) 347-3424
info@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, NY, OH, 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, 101 Accord Park Dr Ste 201, Norwell, MA, 02061, 781-347-3424. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, GA, HI, IL, MA, NH, NM, NY, OH, 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, GA, HI, IL, MA, NH, NM, NY, OH, RI, SC, UT, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Blair Breton 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, CT, DE, FL, GA, MA, ME, NC, NH, NY, OH, RI, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

Blair Breton 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, 101 Accord Park Dr Ste 201, Norwell, MA, 02061, 781-347-3424. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CT, DE, FL, GA, MA, MD, ME, NC, NH, NJ, NY, RI, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Blair Breton 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, CT, DE, FL, GA, MA, MD, ME, NC, NH, NJ, NY, RI, SC, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Matthew Hughes 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 DE, FL, GA, MA, NC, NY, RI, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

Matthew Hughes 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, 101 Accord Park Dr Ste 201, Norwell, MA, 02061, 781-812-8903. In this regard, this communication is strictly intended for individuals residing in the states of DE, FL, GA, MA, NJ, NY, RI, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Matthew Hughes 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 DE, FL, GA, MA, NJ, NY, RI, SC, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Brian St Croix 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 CO, CT, MA, ME, NH, NY, RI, and VT. No insurance business may be conducted outside the states referenced.

Brian St Croix 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, 101 Accord Park Dr Ste 201, Norwell, MA, 02061, 508-279-4429. In this regard, this communication is strictly intended for individuals residing in the states of CO, MA, ME, NH, RI, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

Brian St Croix 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 CO, MA, ME, NH, RI, and VT. As such, these services are strictly intended for individuals residing in the states referenced.

William Charrier Jr 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 MA, and RI. No insurance business may be conducted outside the states referenced.

William Charrier Jr 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, 101 Accord Park Dr Ste 201, Norwell, MA, 02061, 781-347-3424. In this regard, this communication is strictly intended for individuals residing in the state of Massachusetts. No offers may be made or accepted from any resident outside the specific state 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.

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