Carolyn wants our clients to understand their investments and retirement plans, and to count on our team as a trustworthy source of information so they can feel more confident about their financial lives.
She has been assisting our clients since 1998 with day-to-day operations of their accounts, but has transitioned into her role as a Relationship Manager. Carolyn also assists with financial plans and the maintenance of our proprietary tactical asset allocation techniques. She holds Series 7 and 66 securities licenses and the professional designation of Wealth Management Specialist.
Earlier in her career, Carolyn worked at Legg Mason Wood Walker, Inc. in a variety of roles, including registered sales associate, wire operator, cashier and receptionist. She earned a bachelor’s degree in business administration from Barry University.
Carolyn is originally from Atlantic Highlands, New Jersey, and today lives in Palm City, Florida, with her husband, Chad, and sons, Mathew and John. In her free time, Carolyn enjoys cooking new recipes and spending time with her family. As a Martin County Pioneer Lacrosse Team Mom and past Pop Warner Football Assistant Coach, she also loves watching high school football and youth lacrosse.