Cara Drago Senior Client Service Associate

Cara is dedicated to helping us provide an exceptional client experience. She approaches each client request or question with a positive attitude and conscientious manner.

Cara enjoys fostering close relationships with the families and individuals we serve and helping ensure that they receive the highest level of attention and support.

She greatly assists our financial advisors and plays a key role in managing a wide range of administrative matters, from account maintenance and service requests to our client communications.

Empathetic and detail-oriented, her goal is to always make working with us easy and effortless.

Before joining our team in September 2018, Cara was in the education field. She earned a bachelor’s degree and dual master’s degree in Education and Education Administration from Concordia College in Bronxville, NY.

Originally from New York, New York, Cara lives in Tampa. Cara is an animal lover who enjoys spending her free time with her family and Chihuahuas. Cara also loves watching investigative television and documentaries.