With more than 28 years providing full service banking relationships to high-net-worth and ultra-high-net-worth individuals and families, Carolyn has an extensive understanding of the complexities of managing their finances. She understands the best methods for growing, protecting and transferring wealth and focuses on building long-term, multi-generational relationships with the families she works with. Understanding that no two clients are alike, Carolyn focuses on working closely with her clients in developing customized solutions to meet their unique needs.