Carolyn joined Strategic Wealth Partners in August 2017. As a Paraplanner, she assists with analyzing current financial data to help develop and implement specific recommended changes. Carolyn holds the Series 7 and Series 66 registrations, FPQP ® (Financial Paraplanner Qualified Professional™) designation, and is also a Texas Life and Health Insurance Agent.
Carolyn graduated from the University of Connecticut with a BA in Mathematics and Statistics with a minor in Economics. Carolyn was born and raised in Wethersfield, Connecticut and moved to Dallas after graduation with her now-husband. When not in the office, Carolyn enjoys going on adventures with her dog (Jetson), watching her favorite teams, and catching up with family/friends.
Education and Certifications
- BA in Mathematics and Statistics with a minor in Economics, University of Connecticut
- Series 7, General Securities Representative, FINRA
- Series 66, Uniform Securities Agent and Investment Adviser Representative, NASAA
- Insurance Agent, Accident, Health, Life, Variable Life, and Variable Annuities, Texas Department of Insurance
Top Skills
Data Analytics | Financial Operations | Teamwork and Collaboration | Financial Planning | Project Management
