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Carey McCrady, CFP®

Carey McCrady, CFP®

Operations Manager

Carey's Bio

Carey joined Watts Gwilliam in 2019. Carey manages our back-office operations and client service models. 

Prior to joining Watts Gwilliam, he spent nearly ten years with The Vanguard Group. 

At Vanguard, Carey supported retirement plan sponsors and plan participants for some of the largest Fortune 500 companies. He also spent a significant amount of time advising individual retail clients for Vanguard’s Business Development Team.

Carey received his bachelor’s degree in Accounting from Western International University. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 2015. 

Away from work, he enjoys hiking, trail running, trips to Disneyland, and an occasional round of golf. Carey and his wife, Kim, have two daughters and live in Mesa, Arizona.

E-mail: cmccrady@wattsgwilliam.com