Client Services Associate – Thomasville, GA
Year joined Wellington Shields: 2017
From answering the phones to processing transactions on SmartStation, Carole is dedicated to making sure things run smoothly for clients, portfolio managers, and advisors. Her attention to detail is an asset in our client-centered firm.
Previous Experience/Career Highlights:
Prior to joining Wellington Shields, Carole was a Customer Service Representative working with Financial Advisors at Retirement Solutions and had two different positions with law firms specializing in elder law and estate planning, in Billings, Montana.
Other Interests and/or affiliations:
Carole is an avid horseback rider, has her own quarter horse, and spends a lot of her free time riding. In addition to her two other dogs and a cat, Carole adopted a “graduate” greyhound from “Second Chance Greyhounds”—a program that pairs former racing dogs with prisoners who train and get them ready for adoption. Carole also cherishes her 10 grandchildren and 3 great-grandchildren.