Carol is Senior Advisor with Innovative Asset Advisors Group.  In this role he serves as a trusted advisor to the firm’s high net worth clients in delivering financial planning and strategic wealth management solutions.

Carol has dedicated more than 50 years to helping clients pursue their financial goals with confidence and clarity, bringing decades of trusted experience and insight to the families and individuals she serves. Carol began her career at Waddell & Reed, where she developed her foundation in financial planning and investment management. In 1984 she embraced independence, establishing her practice and growing it through a strong commitment to education-conducting corporate and community seminars that helped clients make informed financial decisions.

Carol has received numerous awards from several companies and groups within the industry. Some of which include the office of President of the Greater New Haven International Association for Financial Planners, American Funds, and Mutual Services Corporation in 2007. Carol was recognized for her outstanding achievements and recognition of her expertise and stature within the industry.

She received her Bachelor of Science degree cum laude from Albertus Magnus College and went on to earn a Master of Arts from Southern Connecticut State University. Carol has been a Certified Financial Planner (CFP) since 1988.