Practice Manager - Investment Coordinator — Jacksonville, FL
Carolyn joined our team in July 2003. She is a graduate of the University of North Florida with a Bachelor of Business Administration with a concentration in Financial Services. Prior to joining our firm Carolyn managed personal trusts as a Trust Officer for a bank. Carolyn is FINRA Series 6 and 7 registered, responsible for fixed income and equity trading and handles our bookkeeping and due diligence.
Born overseas on an Air Force Base in Japan, Carolyn is now married to an Air Force Officer, Matt. They have one son, Gavin, and enjoy the beach, traveling, and spending time as a family.