ADVISOR BIO

Carolina Restrepo is a financial advisor with Morgan Stanley. Carolina has been in the financial services industry since December 2016. Carolina has a Series 7 and Series 66 licenses and is registered with the states of Arizona, California, Colorado, Delaware, Florida, Georgia, Maine, Maryland, Michigan, Minnesota, New York, Puerto Rico, Tennessee, Texas, and Virginia. Carolina previously worked at Oppenheimer & Co. Inc. and has experience in investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.

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Carolina Torres is a financial advisor with Citigroup Global Markets Inc. Carolina has been in the industry since 2007 and has held previous roles with both Citigroup Global Markets Inc. and STANCHART SECURITIES INTERNATIONAL, INC. Carolina is registered as a Registered Representative in Florida and as an Investment Advisor Representative in Florida. She is also registered in numerous states including California, Georgia, Delaware, Maryland, Massachusetts, New Jersey, New York, South Dakota and Wyoming. Carolina has a strong track record of success and a deep understanding of the financial markets.

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ADVISOR BIO

Carolina Corea is a registered representative with Wells Fargo Clearing Services, LLC, specializing in investment and financial planning services for individuals and businesses. Carolina is licensed in Florida and Georgia, holding Series 63, 6TO, and SIE licenses. Carolina has been in the industry since October 2022, and has a strong foundation in financial products and services.

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Carolina Martinez is a financial advisor with Bison Wealth, LLC. Carolina has been in the industry since 2020 and is registered with the state of Florida and Texas. Carolina is a Chartered Financial Consultant and has a Series 7, Series 66, and SIE licenses. She has worked with a variety of clients, including individuals, corporations, and charitable organizations. Carolina focuses on providing financial planning, investment management, and pension consulting services. She has experience working with LPL Financial LLC and Royal Alliance Associates, Inc.

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Carolina Llano gonzalez is a financial advisor currently employed by Wealthspire Advisors. Carolina has been in the financial services industry since 2014. Carolina is registered with the state of Florida as an investment advisor representative. Carolina is a Certified Financial Planner™. Carolina has worked for GM Advisory Group in Boca Raton, FL and Finemark National Bank & Trust in Scottsdale, AZ.

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Caroline Manning is a financial professional with over 30 years of experience in the financial services industry. Caroline is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since March 2012. Caroline was previously registered with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Wachovia Securities, LLC and UBS Financial Services Inc. Caroline is licensed to offer securities and investment advisory services in multiple states. Caroline holds the Series 7, 8, 31, 63, 65, 99TO and SIE licenses.

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Caroline J. Williams is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Caroline has been in the financial industry since November 2006. Caroline holds the Series 7, SIE, and Series 66 licenses. Caroline is registered with the state of Florida, California, Texas, and North Carolina. Caroline specializes in providing investment advisory services to individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.

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Caroline Coplin is a financial advisor at Morgan Stanley. Caroline has been in the financial industry for over 10 years and has experience with a wide range of financial products and services. Caroline is registered with FINRA and holds Series 7, Series 31, and Series 66 licenses. Caroline is also registered as an Investment Advisor Representative in several states, including Florida, Texas, and several others. Caroline has experience working with clients in a variety of investment situations, including high-net-worth individuals, corporations, and charitable organizations. Caroline can provide a range of financial services, including financial planning, asset allocation advice, and portfolio management.

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ADVISOR BIO

Caroline Marie Kwiatkowski is a financial advisor at LPL Financial LLC. Caroline has been in the industry since 2007. She has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Caroline provides a range of services, including financial planning, portfolio management, and retirement planning. She holds Series 7, 63, and 66 licenses.

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Caroline Carpenter is a registered representative with Morgan Stanley and has been in the securities industry since 2021. She is registered in 47 states and 2 jurisdictions for both Broker-Dealer and Investment Advisor activities. Caroline holds Series 7TO, Series 66 and SIE licenses. Her previous experience includes working at Raymond James Financial Services.

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