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
Wellesley - Worcester St
Carol Cassoli
Associate Wealth Advisor
93 Worcester St
Wellesley, MA 02481
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.