Vice President Wealth Management Officer 508-591-6218 firstname.lastname@example.org
Carol has 34 years of experience within the financial services industry. Prior to
joining Plimoth Investment Advisors in 2019, she was with Ropes & Gray LLP –
Private Client Group and Ropes Wealth Advisors for 13 years, most recently as
Senior Client Officer, serving as a daily point of contact for families and partner
trustees to assist clients with their financial needs.
Previously, Carol was an Administrative Officer with Boston Trust & Investment
Management Company. Before that, she spent several years with Bank of Braintree
– Investment/Trust Department as an Investment Advisor and for nine years was an
Assistant Vice President with Shawmut Bank NA – Investment Services Department
Carol is a graduate of Suffolk University with a Bachelor of Science in Business
Administration/Management. She is a Certified Trust and Financial Advisor (CTFA)
and a Certified Senior Advisor, CSA®. In addition, Carol holds a Trust Certificate
from the School of Banking at Williams College – Massachusetts Bankers Association
and maintains various industry certificates from the American Management
Association. She is also a member of the Boston Estate Planning Council (BEPC).
A resident of Halifax, Massachusetts, Carol is a Life Member, Habitat Partner and
Volunteer in Conservation with the Rocky Mountain Elk Foundation, currently
serving as Financial Chair for the Boston Chapter.