Wellesley - Worcester St

Carol Cassoli

Associate Wealth Advisor

93 Worcester St
Wellesley, MA 02481

Carol Cassoli

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Carol Cassoli

About Carol

Carol has served clients for nearly 30 years and participates in Focus Partners Wealth’s Her Wealth® program.

Education and Professional Milestones

-Bryant College