• Caroline Mosteller, CFP®

    Financial Advisor

A native of Mount Pleasant S C, Caroline graduated from Clemson University with a Bachelor’s degree in Finance with an emphasis in Real Estate and an Accounting minor. With experience in health insurance, real estate and tech industries, Caroline joined The Bridgeside Investment Group as a financial advisor in 2020.

Caroline firmly believes and lives by Zig Ziglar’s motto, “You can get everything in life you want if you will just help enough other people get what they want.” Driven to help others realize their goals, Caroline joined Bridgeside Investment Group knowing that clients are the central focus of everything they do. With the expertise and infrastructure of Raymond James as a foundation, our goal is building lasting relationships, robust estates and resilient legacies for our clients.

With a passion for people, travel and music, you can find Caroline attending East Cooper Baptist Church on Sunday, traveling in her spare time and enjoying any concert in town. Caroline adds some Clemson orange to the team’s Gamecock garnet which contributes to the team fun in the fall.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.