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Cfp Caroline Vollertsen Gaston

CERTIFIED FINANCIAL PLANNER Professional Series 7/66 Securities Licenses Georgia Life; Health Licens...
Atlanta, Georgia, United States

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Work Experience

Morgan Stanley

Wealth Management Associate

2023-11-01 00:00:00 - Present

Johns Creek Financial

Senior Registered Client Service Specialist

2022-11-01 00:00:00 - 2023-04-01 00:00:00

Raymond James

Sr. Registered Client Service Associate

2019-08-01 00:00:00 - 2022-11-01 00:00:00

Gv Financial Advisors

Client Service Advisor

2014-11-01 00:00:00 - 2019-01-01 00:00:00

Capstone Financial

Financial Advisor

2012-08-01 00:00:00 - 2014-11-01 00:00:00

Fiduciary Trust Company International

High Net Worth Client Associate

2006-05-01 00:00:00 - 2007-07-01 00:00:00

Skills

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