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Caroline Lodovisi

Caroline Lodovisi

Director of Client Experience

Caroline Lodovisi is our new Director of Client Experience.  She joined the team in February of 2021 and is excited to be of service to the office professionals and diverse clientele.  Caroline brings with her years of experience in administrative assistance, a strong desire to help people, and enthusiastic positivity.  With a background in music, her hobbies include singing and recording music, exercising, crafting, and spending time with family and friends.

She is eager to bring contagiously positive energy to the office and happy to help with all inquiries.

Caroline does not offer Securities or Investment Advisory Services.