CFP® Vice President & Senior Relationship Manager
Carol began her career with American Express as a Financial Advisor in 2001. After seven years, she joined Morgan Stanley as a Senior Client Service Associate, in order to continue to develop her client service and advisory skills. There, she became passionate about the implementation of Estates and Trusts for individuals and families of the greater Washington, D.C. area.
Carol earned her Bachelor’s Degree from The George Washington University School of Business and received her designation as a CERTIFIED FINANCIAL PLANNER™ in 2012.