Carolyn Weaver Email & Phone Number | Motivated CFP financial professional who enjoys helping others in a fiduciary capacity. Understanding a client’s individual situation, goals and concerns is paramount before suggesting specific steps and investment advice to pursue their goals.

Carolyn Weaver

Motivated CFP financial professional who enjoys helping others in a fiduciary capacity. Understandin...
Huntersville, North Carolina, United States

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Carolyn Weaver’s Email cweaver@vanguard.com

Carolyn Weaver’s Phone Numbers +1 610-648-****

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Carolyn Weaver’s Location Huntersville, North Carolina, United States

Carolyn Weaver’s Current Industry Vanguard

Carolyn Weaver’s Prior Industry Aventus Investment Advisors | Integrated Investments | Bank Of America | Confederation Life Insurance

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Financial Advisor, CFP®

2022-08-01 00:00:00 - Present

Certified Financial Planner, CFP®

2015-03-01 00:00:00 - 2021-03-01 00:00:00

Operations Manager & Paraplanner

2010-07-01 00:00:00 - 2015-03-01 00:00:00

Senior Compliance Officer & Vice President

2001-01-01 00:00:00 - 2003-01-01 00:00:00

Marketing Analyst

1991-07-01 00:00:00 - 1992-08-01 00:00:00

No Skills Available

No Languages Available

Carolyn Weaver is a Motivated CFP financial professional who enjoys helping others in a fiduciary capacity. Understanding a client’s individual situation, goals and concerns is paramount before suggesting specific steps and investment advice to pursue their goals.

Carolyn Weaver has prior
experience in the following industries:
Aventus Investment Advisors | Integrated Investments | Bank Of America | Confederation Life Insurance

Carolyn Weaver has the following professional experience:
Vanguard | Aventus Investment Advisors | Integrated Investments | Bank Of America | Confederation Life Insurance