Senior Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Office Phone: 540-687-4856
Carolyn was a teacher before starting her career in wealth management, and enjoys the educational aspect as it relates to investing. She seeks a deep understanding of her clients’ most important values and financial goals, and then works with them to implement a comprehensive plan designed to achieve them.
Carolyn works with individuals, small business owners and women in transition to create holistic financial plans. She’s committed to doing what is in the best interest of clients, so they can feel confident they’re getting objective, long-term advice for their financial lives.
Carolyn is a graduate of West Chester University and Shippensburg University. Outside of work, Carolyn enjoys reading, spending time in the great outdoors – especially in her convertible – and playing with her grandchildren.
Carolyn provides coverage to Loudoun county.
*Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. View the Raymond James privacy notice.
Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank. Atlantic Union Bank, Atlantic Union Bank Wealth Management, and Atlantic Union Financial Consultants are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal.
4300 Cox Road, Glen Allen, Virginia 23060 | T: 888-263-3545 | F: 804-967-8820 | www.aubwm.com
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