With over 3 decades experience in the financial services industry, Carolyn has built a distinguished career helping clients make informed and confident financial decisions. As Senior Vice President of Investments for the Bridgeside Investment Group, Carolyn leads a dedicated team specializing in retirement, wealth management, and legacy planning for high-net-worth individuals, families, and small business owners. Her approach focuses on crafting personalized financial strategies tailored to each client’s unique goals and circumstances.

A proud alumna of the University of South Carolina, Carolyn earned her Bachelor of Science in Business Administration, along with an MBA from The Citadel. She is also a Certified Financial Planner^® and Certified Divorce Financial Analyst™, credentials that showcase her dedication to excellence and specialized expertise. In 2025, she was named to the 2025 edition of the Forbes prestigious list of Best-in-State Top Women Wealth Advisors †.

Beyond her professional accomplishments, Carolyn and her husband, Tom, are passionate about making a difference in their community. They are actively involved in supporting impactful organizations such as The Lamb Institute, The Formation Project, and a variety of other local and international charities. In her free time, Carolyn cherishes moments with her five grandchildren and enthusiastically cheers for her Gamecocks, no matter the sport!

† The Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=64b505e81d11 for more info.