Wealth Management
Specialized Solutions
Family Office
Our Clients
Life Events & Transitions
Planning & Investing Insights
Events
Office and Advisor Locations
Wealth Management
Specialized Solutions
Family Office
Our Clients
Life Events & Transitions
Planning & Investing Insights
Events
Office and Advisor Locations
Needham, MA
Senior Associate Wealth Advisor
140 Kendrick St, Building B, 3rd Floor
Needham, MA 02494
Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.
Carol has served clients for nearly 30 years and participates in Focus Partners Wealth’s Her Wealth® program.
Education and Professional Milestones