Client Service Coordinator
Prior to joining Mercer advisors in January of 2021 she had worked with McGee Wealth Management since 1993. Carolyn was the longest standing member of the MWM team, aside from Judith and Linette. Before then, she was the Executive Secretary working for the Chairman and President of Nissan Motor Corporation.
Carolyn responds to client service requests and manages client care. She also performs various transactions, including issuing checks, processing wires, making ACH transfers, and processing deposits.
In her personal time, Carolyn enjoys reading, movies, bowling, traveling with her sister, and spending time with her many pets.