Client Service Advisor
Carol is responsible for scheduling and preparing annual reviews for clients, preparing client paperwork, including new account and transfer forms, and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments.
What do you enjoy most about working at Modera?
I enjoy the collaborative environment.
When you’re not working you’re…?
Spending time with family and friends.
Where did you grow up? Where do you live now?
I was born in New York but was raised and currently reside in Citrus County, Florida. My entire working career of 30+ years has been in Citrus County.
What’s a destination in the world that you aspire to visit?
Traveling to various places within the United States and Europe with family and friends.