Carol is Guardian Wealth’s Director of Client Services. She has a Bachelor of Arts in Biology from the University of N.C., Chapel Hill. Her vast experience in sales and customer service, contract negotiations, cost containment and retail profitability contribute to her timely and sensitive responses to our clients’ needs. She manages all aspects of new client investiture, daily cash transactions for our client-families, and is heavily involved in our portfolio rebalancing process. She also acts as liaison between the firm and our portfolio custodian; and participates in our wealth management implementation. Carol is secondary for daily functions of our portfolio downloads and compilation. She participates one-on-one with clients in the implementation of our three-meeting process. Carol’s superior ability to connect relationally, and her attention to detail enrich her ability to act as liaison for life-event solutions.