Carol is passionate about helping her clients thrive and views her role as an advisor as one in which she supports, motivates and inspires them to explore and fulfill their vision of financial success. She uses her ability to explore and analyze complex situations to create confidence in the financial decisions people make along the journey of life. Her own journey in the investment industry began in 1984 in Boston. Since then, she has acquired numerous licenses and her Chartered Retirement Plan Specialist designation, and worked in both the retail and institutional side of the financial industry.