Cara is a Financial Advisor who strives to develop long-term financial advisory relationships with each client. She works with individuals, families, and small business owners to create wealth management solutions that are unique to their situations. She spends the time consulting with each client to gain a complete understanding of their values, risk tolerance and goals to help develop their comprehensive financial plan.
Cara believes in building lifelong relationships with her clients and enjoys helping them address the important milestones in their lives. Whether the milestones are birth of a child, saving for education, establishing, or selling a business, maintaining a lifestyle in retirement or death of a loved one; an individualized investment strategy will be developed.
Through Raymond James, Cara is able to provide a wide array of investment services for individuals and businesses, including investment strategies, retirement planning, estate planning services college planning, life insurance, recommendations for families of children with disabilities, long term care insurance, and investment portfolio management.
Cara received her Bachelor of Science in Business...