Wealth Management Specialist
Senior Vice President, Investments
Carolyn has been in the financial services industry since March 1987, having spent all those years with Raymond James in the Crystal River, Florida office. Her specialty is working with clients on planning strategies specific to their situation to include retirement income, and financial and estate planning. Her areas of expertise include the generational transfer of wealth and financial planning for retirees, divorced and widowed women, and families in transition due to aging parents. She holds a Wealth Management Specialist designation from Kaplan University, as well as a Retirement Plan Consultant designation. In addition to her Series 7 Securities license, she has a Series 63, Series 66 (Registered Investment Advisor Representative) and a Life, Health and Variable Annuity License. Having attended various retirement planning courses, RJ Trust School and the Institute for Divorce Financial Analysts (IDFA), she possesses keen insight into the nuances of investment management, family law, the legal and financial implications of divorce, retirement and estate planning, and the probate process.
Carolyn is a board of director for Citrus County Blessings which provides food during the weekends and holidays to school-aged children and their families that have been identified by their guidance counselors as 'at risk'. A full child is much more capable of concentrating in school versus a hungry child.
In her life away from the office, Carolyn enjoys spending time on the water - either fishing or just a leisurely cruise around the bay. She also enjoys watching her daughter play soccer around the state.