Meet Caroline
Caroline is a highly motivated and results-oriented Director, Wealth Strategy who is passionate about helping clients pursue their financial goals and dreams.
Caroline graduated from Wellesley College with a bachelor’s degree in Economics and a concentration in Classics. After beginning her career as an analyst in risk management at Prudential Financial, Caroline realized that her passion for the industry extended beyond the behind-the-scenes work of portfolio analysis. Caroline has now taken on an advisory role as a Series 65-registered investment advisor representative, with her Life and Health Insurance licenses through the State of New Jersey.
She is dedicated to her continuous education and development as she works closely with the lead advisors to build customized comprehensive financial plans for clients. Caroline excels at creating innovative solutions to complex situations and looks forward to providing our clients with personal and trusted service for years to come.
In her free time, Caroline enjoys reading and traveling. Her favorite place to visit is Paris.
