Karol Phillips
Karol Phillips Senior Financial Advisor Assistant

Karol delivers high quality customer service, treating clients with care and consideration while overseeing all administrative issues ranging from documentation and scheduling meetings to executing trades and providing quotes. She strives to be the go-to person for all clients and goes above and beyond to deliver timely and thorough information always with a smile.

Karol is a licensed representative and has worked in the industry since 1998.