Carole Taylor has worked in the financial industry for over 20 years, with the last 18 years working with Charlie Harriman. With Charlie as a mentor Carole has learned that listening to a client's history, hopes, dreams, and aspirations is the most important part of developing an investment strategy. Carole has also acquired her investment style from Charlie and carries on the tradition of proper planning, asset allocation, and buying good quality investments that help clients reach their financial goals.
Carole graduated from the University of Southern Maine with a Bachelors Degree in Business Management. She also holds Series 7, 63 and 65 securities licenses as well as life, health and annuity insurance licenses. Carole is a Certified Financial Planner and provides her clients with wealth planning strategies that are developed according to their individual needs and goals.
Carole currently resides in Scarborough. In her spare time Carole enjoys traveling, volunteering with various organizations, the theater, being outdoors, and spending time with her family and friends.
Registered States:
CA, CO, CT, DC, FL, GA, HI, ID, IL, MA, ME, MI, MT, NH, NY, OH, OK, RI, SC, TX, VA, WA