Carol is an Assistant Vice President, Client Service located in Potomac, MD. In this role, she supports the office’s team of advisors by managing client relationships, serving as a trusted resource, and completing day-to-day tasks.
With a passion for helping clients, Carol has over 18 years of client service experience in the wealth management industry. In addition, she brings expertise in operations, executive level administrative & accounting support, and industrial security for DoD and other government agency programs.
Born and raised in the greater DC area, Carol currently resides in Germantown, MD. She enjoys going to the beach, visiting wineries, listening to music, and baking in her spare time.
Previous Experience
- Vice President of Operations at Lightility, LLC
- Senior Client Services Associate at Morgan Stanley
- Senior Client Service Liaison at City National Rochdale
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
