Carol Lindor

Senior Client Service Associate

“My motto is smile often and be kind to everyone.”

Carol’s warm smile is often the first thing our clients see when entering the office. As a Senior Client Service Associate, she juggles a number of responsibilities, including assisting advisors with client documents, meeting preps, opening accounts, audits and reporting. She’s also a notary! She also oversees scheduling, plans all of our team events and coordinates community volunteer efforts.

Carol loves getting a chance to connect with clients in face-to-face meetings, learn about their lives and discover all the “small world” connections that bring us closer together.

Outside of work, she stays busy hiking, biking, gardening, and spending time with her five kids and her two grandsons, Weston and Baker. She is active in her church and community as a singer, a volunteer and a girl’s basketball coach.