About Caroline
Caroline supports Focus Partners Wealth’s Concord team and is responsible for assisting clients and wealth advisors with transactional account needs, requests, and account maintenance. Caroline enjoys being a trusted resource for our clients and prides herself on providing a seamless client experience.
Outside the office, Caroline loves a good podcast and staying active with her family. She spends weekends with her husband and son riding dirt bikes and four-wheelers across scenic New Hampshire and capping off their adventures with dinner by the campfire.
Education and Professional Milestones
-Broad range of experience in the financial industry spanning more than 15 years, including community banking and branch management, business banking, and several years as a client service associate with Ballentine Partners
Caroline supports Focus Partners Wealth’s Concord team and is responsible for assisting clients and wealth advisors with transactional account needs, requests, and account maintenance. Caroline enjoys being a trusted resource for our clients and prides herself on providing a seamless client experience.
Outside the office, Caroline loves a good podcast and staying active with her family. She spends weekends with her husband and son riding dirt bikes and four-wheelers across scenic New Hampshire and capping off their adventures with dinner by the campfire.
Education and Professional Milestones
-Broad range of experience in the financial industry spanning more than 15 years, including community banking and branch management, business banking, and several years as a client service associate with Ballentine Partners