As an Associate Advisor, Cari supports the advisory team in the preparation and implementation of client application and enrollment forms, data gathering regarding client financial information, preparation of client meeting materials, tax coordination and special projects as needed. Cari provides direct assistance to client advisors. She also collaborates with portfolio managers on the investment management of client portfolios, including public and private investments. Cari is a member of the firm’s Estate Planning and Marketing Committees.
A CERTIFIED FINANCIAL PLANNER ™ (CFP®) practitioner, Cari began her career with WMS as an intern, working with the firm while attending Towson University, where she earned a Bachelor of Science in Financial Planning and Marketing. Cari also earned an Associate of Science degree in Business Administration from the College of Southern Maryland.
