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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
