Carolyn Menker is a Wealth Advisor with nine years of experience in the financial services industry. She comes from Morgan Stanley and has extensive knowledge of creating customized financial plans for clients for all stages of their financial lives, from the accumulation phase to preservation phase. She also has an understanding of life insurance, annuities and long term care insurance and how they can be integrated into a financial plan. By following a disciplined, consistent process, she is able to deliver high quality and personalized service to her clients. Carolyn maintains her Series 7 registration through LPL Financial. Currently, she is striving to earn her certified
Carolyn graduated Magna Cum Laude from the University of Kentucky with a BS in Hospitality Management and a minor in business. She attended the University on a swimming scholarship where she was on the SEC Scholar-Athlete Honor roll for three years, the Dean’s List for two and the Distinguished Scholars Dean’s List for two.
She is married with two children and lives in Williamsburg.
Email Carolyn at firstname.lastname@example.org.
Securities and Financial Planning offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.