New Address as of 10/4/24 — 60 Broad Street, 39th Floor, New York, NY 10004

Three colleagues talking in an office hallway
our team

Meet Our Most
Valuable Assets

Carol-Lynn LavelleExecutive Assistant, Office Operations Manager

Year joined Wellington Shields:

2015

Current:

Carol is the Executive Assistant to the Chairman and ensures the needs of the office are met as the Office Operations Manager.

Previous Experience/Career Highlights:

With over 30 years of administrative experience, Carol brings to Wellington Shields a proficiency in various skills from the financial, non-profit, technology, legal and real estate fields.

Other Interests and/or Affiliations:

Carol is married, has five daughters, four grandchildren, and a mixed Terrier named Chloe. She is a sports enthusiast and plays in competitive dart leagues. Carol enjoys writing, jigsaw puzzles, word games, poker and music.

“I am passionate in what I do and am driven to succeed. The smallest detail can make the biggest difference. Building relationships and rapport is essential to success. Therefore, client and employee interaction are always conducted with respect. I am not just an assistant; I am a partner working with you toward a common goal”.