Caroline Bristol Retirement Account Executive

About:

As a retirement account executive, Caroline specializes in retirement planning,
sales, and customer service.

Caroline coordinates fund and plan design changes, conducts plan review meetings, and works with Retirement Plan Advisors to identify and make recommendations that are beneficial to each client’s needs. She facilitates client relationships and manages a robust book of business to align with strategic initiatives.

Experience:

Prior to Lawley, Caroline worked as a client service associate at a financial advising firm, where she supported client inquiries, managed accounts, and ensured company compliance. She has also worked as a program coordinator and club director.

Accreditations:

Caroline holds a Securities Industry Essentials (SIE) license.

Education:

Caroline earned a bachelor’s degree from Mercyhurst University.