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Carolyn has worked for over 30 years in the investment business serving the needs and interests of individuals, families, businesses and qualified retirement plans and participants.
Carolyn graduated Cum Laude from Meredith College with a degree in Business Administration. She continued her education by studying for and earning the CERTIFIED FINANCIAL PLANNER™ certification from The College for Financial Planning in 1987. Investment Management Consultants Association (IMCA®) administers the Certified Private Wealth AdvisorSM (CPWA®) designation to wealth managers and advisors who complete the experience, education, examination and ethics requirements of the designation program. In July, 2012, Carolyn earned this designation.
Carolyn spent her first 25 years in the investment business with one firm; beginning there when it was a small but highly regarded company and staying for those 25 years as it grew through a series of mergers and acquisitions into one of the largest firms in this industry. She chose to join Baird in December 2010, attracted in part by the firm’s fine reputation, its unique client centric culture and because she embraces Baird's core beliefs that “Clients come first.” and that “How we succeed is as important as if we succeed.”
Another of Baird’s core beliefs is that associates should “seek personal balance in home, work and community involvement.” Carolyn has always been active in her support of community organizations and currently serves on the Board of Directors for the Children’s Hope Alliance and as a Trustee for Meredith College in Raleigh. Her balance extends to family as she devotes time and love to her two children and three grandchildren.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.
Investment Management Consultants Association is the owner of the certification mark "CPWA®" and the service marks "Certified Private Wealth AdvisorSM," "Investment Management Consultants or Certified Private Wealth AdvisorSM," and "IMCA®." Use of CPWA® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for wealth advisors.
Senior Client Specialist
Jolene started her career in the financial services industry with The Robinson-Humphrey Company in February 1986. Over the course of her 24 years with that firm it underwent a series of changes that resulted in the creation of Morgan Stanley Smith Barney. In May, 2010, she joined Baird to help grow the Raleigh Office.
Jolene has obtained the Series 7, 63, 65, 66, 8, & 31 industry licenses. She supports the Branch Manager, Financial Advisors and staff by understanding the nature of our business, the products and services that we offer and providing operational support and training. In addition she is responsible for ensuring that we’re following firm and regulatory policies.
Jolene and her husband, Mike, moved to Cary, NC in 1985 from Indiana. They have two grown children, Jordi and Karli.