Carol
M.
Klatt
Operations Manager
Investment Adviser Representative
Having joined the team in 2000, Carol helps our office run smoothly by putting our investment and operational plans into action. If you have any questions regarding cash distributions, transfers, rollovers, paperwork, or online access, Carol is your person to call.
Carol holds Series 7, 9/10, 63 and 65 securities licenses, and a Washington life insurance license. She also earned a bachelor’s degree in English with a minor in business administration from UCLA. Carol currently lives in Bothell with her husband, Bill, her son, Brendan, and their dog, Bruno. She enjoys, reading, gardening, relaxing at the beach and traveling.
Raymond James is not affiliated with the above organizations and/or charitable causes.
The only rock I know that stays steady, the only institution I know that works, is the family.
Lee Iacocca
