About Carolyn
Carolyn began her career in the field of financial services with Equitable and initially utilized her education background of 17 years to specialize as a retirement planning consultant for teachers, small businesses, and nonprofits in Boston, MA. Carolyn’s solution for helping her clients make important financial decisions has been so successful that she has been featured in the Boston Globe, Money Magazine, and Dow Jones Wire. She has been quoted in the Wall Street Journal, Bloomberg, and several other publications. In addition, she was named one of Boston’s top wealth managers for 3 years in Boston Magazine, a top financial advisor in Sarasota, and chosen tops in her field by IAOTP (International Association of Top Professionals). Carolyn was featured nationally in a public television program in 2017 – Behind the Scenes produced by James Earl Jones focusing on “Empowering Women in Finance”. Carolyn’s work was impacted greatly when her husband passed away in 2008. As she often says, “It only makes us better at what we do – helping others navigate life’s most difficult challenges.” Carolyn is a proud member of the Lexington, KY, Better Business Bureau, Sarasota Better Business Bureau, Association of Financial Educators (committed to eliminating illiteracy one community at a time), Financial Services Professionals, and Certified Financial Planning community. She has volunteered her time at many non-profits which have included: Dana Farber Cancer Center in Boston, MA; a sewing group in Sarasota, FL, making children’s clothes for underprivileged children; the executive committee of 100 Women in Lexington, KY that donates to nonprofit organizations that provide services to women and children; board member of the Lexington Philharmonic Orchestra, and is a member of the University of KY Women and Philanthropy that provides grants to various U of KY departments for special student projects. In her free time, Carolyn enjoys music, art, historic restoration, gardening, and swimming.
Areas of focus
Credentials & background
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Education
University of Kentucky
Registered in
Kentucky
Regulatory
The firm
Full-service financial management shouldn’t be reserved for the ultra-wealthy. Comprehensive advisory services can be fragmented and costly, especially if you want the full benefits of tax planning, estate planning, real estate, and investment expertise.
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544$1.71B assets under managementDisclosures
All statements are true and do not represent financial planning or investment advice.