Caroline has been in the financial services industry 27 years, joining Merrill Lynch in 2014. She draws on her extensive experience in institutional investment and private wealth management to develop disciplined, customized investment and wealth management strategies for wealthy individuals and families, business owners and corporate executives. Caroline's approach to wealth management is highly personalized and consultative. She is committed to excellence in building, managing and preserving clients' wealth for current and future generations.
Caroline works primarily with women investors to help them identify, prioritize and address the various aspects of their financial lives and related goals - including investments, values-based investing, life/career transitions, retirement income, philanthropic and estate planning services, education planning, providing for eldercare - and then commits herself to crafting strategies, based on the client's unique feelings and attitudes, that are designed to help her clients pursue desired outcomes.
Caroline is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from her experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.
Caroline received a B.A. from Wells College. She currently serves on the Board of Directors of the Women's Business Development Council of CT, Pequot Library (Southport, CT), Eagle Hill-Southport School, and serves on the Finance and Audit Committees of the Girl Scouts of Connecticut. In addition, Caroline is a member of the Tiffany Circle - Society of Women Leaders of the American Red Cross. She resides in Westport, CT.
PROFESSIONAL and COMMUNITY AFFILIATIONS
- Financial Women's Association of New York
- Women’s Business Development Council of CT - Member, Board of Directors
- Vision2020 – Delegate, State of CT
- American Red Cross - Tiffany Circle – Society of Women Leaders
- Girls Scouts of Connecticut – Member, Finance Committee, Board of Directors
- Pequot Library (Southport, CT) – Member, Board of Trustees
- Haitian Education Initiative (Fairfield, CT) – Member, Board of Directors