Carolyn is a Senior Wealth Manager at Corbett Road and has been working in the financial industry for several years. Carolyn built her career advising institutional and high net worth clientele and has a wide breadth of knowledge in financial services, retirement planning, and investment management. Prior to joining Corbett Road, she held roles in trust and estate management and has extensive experience in complex planning. This experience has given her deep insight into the industry and has helped shape her philosophy for helping clients. Carolyn earned her Bachelor of Science from Kent State University, is a Certified Financial Planner™ and holds the FINRA Series 66 license.