Caroline Small

Background

About Caroline Small

With over six years of experience in the financial services industry, I am a Private Client Associate at Janney Montgomery Scott LLC, where I provide comprehensive and personalized support to clients with their investment and wealth management needs. I am also a Florida Notary, which enables me to offer additional services and convenience to clients. As a Private Client Associate, I leverage my skills in sales, service, communication, and problem-solving to build and maintain long-term relationships with clients, and to ensure their satisfaction and loyalty. In my previous roles as a Member Service Representative at Bright Star Credit Union and a Financial Service Advisor at Atlantic Union Bank, I gained valuable experience in handling various financial transactions, products, and services, as well as delivering excellent customer service and compliance. I am passionate about helping clients achieve their financial goals and objectives, and I am committed to continuous learning and improvement in my field. I value teamwork, integrity, and professionalism, and I strive to contribute to the success and growth of Janney and its clients.