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About Carol

Carol is passionate about helping her clients thrive and views her role as an Advisor as one in which she supports, motivates and inspires them to explore and fulfill their vision of financial success.  She has more than 30 years of experience in both the retail and institutional side of the financial industry and has developed special knowledge working with high- and ultra-high-net worth clients both in and out of a family office environment.

She uses her ability to explore and analyze complex situations to create confidence in the financial decisions people make along the journey of life. Her own journey in the investment industry began in 1984 in Boston. Since then, she has acquired numerous licenses and her Chartered Retirement Plans Specialist designation.

Carol combines her professional expertise and the knowledge gained from life, career transitions and long-term planning to provide exceptional client service and to handle unique situations & family dynamics, which all make her exceptionally valuable to her clients and their families.

Her thesis at Leslie University was “Pension Plans as a Necessary Supplement to Social Security” and the benefits of starting to plan for retirement early in life. Since 2010, Carol has served on the board of the West Palm Beach Friends of Fisher House, which provides comfort homes nationwide and in Europe where military and veteran’s families stay at no cost while a loved one receives treatment.

 

 

Biggest Accomplishment

Raising an amazing son who is now a U.S. Navy Aviator

Favorite Holiday

Christmas

Favorite Food

Steak