With 30 years of administration experience in the financial services industry, Carol brings her organizational expertise and administrative excellence to our team. Knowing that the clients’ needs come first is always at the forefront in everything that she works on. Carol knows that without total client satisfaction, the job is not complete.
Strategic Private Wealth Counsel. Embodying a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.
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The Strategic Team
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