Carolyn wants our clients to understand their investment 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.
Carolyn has been with our team since 1998 and is an invaluable member to our practice. She is highly adept at offering solutions to unique situations. In addition to meeting the daily needs of our clients and team, Carolyn acts as a liaison between various Raymond James departments to assist our clients with insurance, lending and estate planning needs. She also assists with the maintenance and trading of our proprietary tactical asset allocation techniques. Carolyn holds the Series 7 and 66 securities licenses and the professional designation of Wealth Management Specialist.
Carolyn began her career at Legg Mason Wood Walker, Inc. as a receptionist where she moved into roles as cashier, wire operator and then registered sales assistant. She earned a bachelor’s degree in business administration from Barry University.
Carolyn is originally from Atlantic Highlands, New Jersey, but has been a Florida resident since the age of 4. Today she lives in Palm City, Florida with her husband, Chad, and sons, Mathew and John. Carolyn enjoys spending time with her family, cooking new recipes and traveling. As a former Martin County Pioneer Lacrosse Team Mom and active Martin County High School Football Booster she also loves Friday night football games and early Saturdays on the lacrosse field.