Carolyn A. Sipperley

Meet Carolyn, veteran member of our team since 1998. With a passion for empowering clients to comprehend their investment and retirement plans, Carolyn is committed to providing clear guidance and becoming a reliable source of financial information.

Drawing from extensive experience and expertise, Carolyn goes above and beyond to assist clients with various financial aspects, including insurance, lending, financial and estate planning. Additionally, she plays a pivotal role in maintaining and executing trades for our proprietary tactical asset allocation models.

Holding the Series 7 and 66 securities licenses, Carolyn began her journey in finance as a receptionist at Legg Mason Wood Walker, Inc. in 1996. Her academic foundation includes a Bachelor of Business Administration from Barry University.

Beyond the financial realm, Carolyn finds joy in spending quality time with family and exploring new destinations through travel. She is originally from Atlantic Highlands, New Jersey, but has been a Florida resident since the age of 4.  Carolyn and her husband have two children. Carolyn is also deeply committed to giving back to the community and volunteers with the Stuart Community Concert Band, a 501c3 organization.

With Carolyn on board, clients can rest assured that their financial well-being is in capable hands, fostering confidence and peace of mind for a brighter financial future.