About Caroline
Caroline supports Focus Partners Wealth’s Concord team and is responsible for assisting clients and wealth advisors with transactional account needs, requests, and account maintenance. Caroline enjoys being a trusted resource for our clients and prides herself on providing a seamless client experience.
Outside the office, Caroline loves a good podcast and staying active with her family. She spends weekends with her husband and son riding dirt bikes and four-wheelers across scenic New Hampshire and capping off their adventures with dinner by the campfire.
Education and Professional Milestones
-Broad range of experience in the financial industry spanning more than 15 years, including community banking and branch management, business banking, and several years as a client service associate with Ballentine Partners