Meet the Team
Senior Client Associate
As a Client Associate, Carol’s experience and industry knowledge helps maintain a high-level customer satisfaction.
Carol began her career in the Financial Services industry in 1986 as an Account Administrator with R. Meeder & Associates in Dublin, Ohio. After 11 years, Carol left the suburbs when she joined PaineWebber, now UBS, as Branch Administrator in the Downtown, Columbus office.
Throughout her 8 years with Wells Fargo Advisors, in addition to her Client Associate responsibilities Carol has assisted local management with recruiting, Financial Advisor and Client Associate training. She also served on the PCG Advisory Group in 2014.
Carol joined Milholland Financial in February 2017. The addition of Carol enables the team to deliver a quality client experience that is professional and consistent every time. Carol’s responsibilities include assisting with client acquisition, client inter-facing, meeting preparation and scheduling. Carol is ready to assist in whatever capacity needed to ensure our clients receive a quality experience.
Carol resides in Marysville, Ohio with her Daughter Hanna, 18. Hanna is a 2019 graduate of Marysville High School. Time away from the office is spent with family, keeping up with Bella and Naomi, the family boxers, cake decorating, reading and photography.