Senior Vice President–Wealth Management
Financial Advisor
Carol became a Financial Advisor in 2000 and was awarded the National Director's Award in both 2002 and 2003 at her previous firm. Her area of focus includes portfolio management and retirement income planning. Carol earned the UBS Financial Services Portfolio Management Program Designation in 2012. She is a member of the Financial Planning Association. Carol holds the Series 7, 31, and 66, Life and Health Insurance and Long Term Care licenses.
Carol has resided in Lee County, Florida since 1986. She enjoys cooking, golfing, traveling, performing arts and spending time with family, friends and her dog, Button.