Carole Daly joined the team at Forcke, Kaplan & Associates, LLC in 2020, where she serves as a Client Service Associate and works closely with the Financial Advisors in scheduling, research and reporting.
She earned her Bachelor’s degree in Business Marketing and brings over 10 years of experience in the Banking and Securities industry.
Carole is a native of Lynchburg, VA and currently lives in Goochland, VA with her husband and two children. She enjoys spending time outdoors hiking, skiing and gardening.
Carole inherently understands that the client is the single most valuable asset an organization can have and consistently strives for excellence in customer service.