Carolyn joined Franklin Wealth Management as Operations Manager in March of 2024. She brings over 23 years of experience as an Investment Advisor, Private Banker, Sr., and Commercial Lender to our team as well as a passion to serve clients with excellence. Carolyn enjoys spending time with her children, family, friends and her dog Buttercup. Her favorite things to do include gardening, creating new recipes in the kitchen, spending time on the lake and entertaining friends at her home.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Franklin Wealth Management employs several professionals with varied degrees and credentials, including that of Certified Financial Planner. As such, we are qualified to discuss and advise on tax and estate planning matters related to reducing taxes and creating an estate plan and implementation. Advisory services are offered through Franklin Wealth Advisory, LLC.
Franklin Wealth Management, LLC. © 2023 All rights reserved.
