CFP® Vice President & Senior Relationship Manager
Carol is a CFP® with over 15 years of experience as a Financial Planner and Relationship Manager. Her primary responsibilities include providing comprehensive financial planning services for new and existing clients while managing ongoing client needs. In addition to providing actionable advice, Carol and her team strive to provide excellent service our clients can count on through good markets and bad. She works with estate attorneys and accountants to help our clients enjoy a comprehensive financial planning experience.
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.