In order to build trust and confidence, Carole believes it is essential to educate clients about the investment strategies needed to achieve their financial goals. Specializing in wealth transfer, family dynamics, financial responsibility and next-generation education, Carole provides vital information and insight, serving as a mentor and collaborative business partner.
With an extensive background in business-to-business marketing, experiential events, business development and ongoing research, Carole understands the importance of exceeding expectations, and that serves as her daily aspiration.
Carole is a University of Miami alumnus and remains a loyal "Cane." She still resides in South Florida, where she can be close to her family, and supports numerous philanthropic efforts throughout the community.