Carol, a partner in our practice, joined our team in 2003 while at Legg Mason Wood Walker. In June 2009, Carol, Alex Myers and Mike Billingslea (retired in 2012) formed Kairos Wealth Advisors of Raymond James in order to better serve our clients. Carol is a member of Raymond James’ President’s Club.*
Carol has earned the designations of Chartered Retirement Planning Counselor™ and Accredited Wealth Management AdvisorSM through the College for Financial Planning in Denver, Colorado.
Previously, Carol spent 14 years as a teacher and department chairperson in both Carroll and Baltimore County Public Schools and nine years as a manager for a major international computer training firm. Carol holds a bachelor’s degree in French, English and education from Western Maryland College and a Master of Liberal Arts from The Johns Hopkins University.
She resides in Cockeysville with her husband, Steve. They have two adult daughters, Lauren and Meredith. Carol is a member of Ascension Lutheran Church in Towson, where she sings in the choir. Her hobbies include reading, walking, biking, hiking, snorkeling and traveling.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating.
My goal is to guide clients through their various life transitions with compassion and understanding, always focusing on their long-term goals.