Carolyn, a CERTIFIED FINANCIAL PLANNER™ practitioner, has been with the firm since 2004. She is a financial advisor and provides planning and investment services to clients, with a broad base of knowledge in the areas of retirement, Social Security, and elder care. She holds the FINRA Series 65 license.
Carolyn is an honors graduate of Agnes Scott College, where she received a BA degree in Economics and Business, and interned with Anthony Smith Advisors, Inc. She is a California native, but has lived in Georgia for over 20 years. Her interests include reading, writing, painting, and spending time with family.