Carolyn began working with David in 2005, when he joined Wachovia Securities. Carolyn is responsible for all administrative tasks including account set ups, money movement, and estate settlements. She also works closely with clients to build and maintain their Envision® plans. Carolyn’s high-level organizational skills, attention to detail, and professionalism ensure that everyone receives the high level of service they deserve.
Carolyn holds a Bachelor of Science in Chemistry from Wheaton College and a Master of Business Administration from University at Buffalo. Carolyn spent 12 years with Bristol-Myers Squibb in Buffalo, NY where she held positions of increasing responsibility before choosing to stay home to raise her daughters.
Carolyn loves spending time with her family, and she enjoys the lake, word puzzles, home remodeling projects, and cheering on the Buffalo Bills.