Registered Client Service Advocate
Carolyn has her degree as a Financial Para Planner and currently oversees the pre-planning activities for the firm. She contributes over 25 years of experience to the firm. She currently holds FINRA Series 7, 55 and 63 licenses. After earning her degree in Business Administration, she went on to assist several top financial planners and traders in the industry ultimately choosing a career with Financial Voyages. Her previous knowledge and experience help her to professionally assist our clients in each interaction. Carolyn enjoys gardening and cooking, but most of all, spending time with her little grandsons!
Her previous experience and knowledge help Carolyn in her current role. Carolyn currently resides in the Lansdale area and enjoys spending time with her husband, Eric, her four children and grandson Calvin.
Outside of the office!
Carolyn has a flair for color and design. She enjoys doing creative activities and her favorite hobby is floral design! If Carolyn was not employed in the financial industry, she would likely have pursued a career in Interior Design.
Given the choice to go out or stay in, Carolyn enjoys staying in – except when it comes to shopping, she prefers to do shopping in a retail store rather than an impersonal online website.
Each of the four seasons offers something unique and beautiful, but Carolyn’s favorite of all is Summer and given the choice between mountains or beach – you’ll find Carolyn happily beachside.