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As a Registered Client Services Associate, Carolina plays an important role in supporting financial advisors and providing a seamless experience for clients. She assists with client communications, account servicing, administrative operations, and day-to-day coordination, helping ensure that clients receive personalized and efficient support.
Carolina joined on March 9, 2026. Prior to joining the firm, she spent over five years at Morgan Stanley in a similar role, where she gained extensive experience supporting financial advisors, managing client needs, and providing exceptional service within the financial services industry.
With a strong passion for her work, Carolina is dedicated to building meaningful relationships, staying attentive to clients’ needs, and contributing to a positive and professional client experience. Her background in customer service, combined with her financial industry experience, allows her to provide reliable support to both clients and the advisory team.
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Carolina Restrepo
Carolina joined on March 9, 2026. Prior to joining the firm, she spent over five years at Morgan Stanley in a similar role, where she gained extensive experience supporting financial advisors, managing client needs, and providing exceptional service within the financial services industry.
With a strong passion for her work, Carolina is dedicated to building meaningful relationships, staying attentive to clients’ needs, and contributing to a positive and professional client experience. Her background in customer service, combined with her financial industry experience, allows her to provide reliable support to both clients and the advisory team.