Carolyn Howard,CFP®
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All 50 States
I love helping widows navigate their new and difficult journey after the loss of their spouse. Having been widowed myself, I understand the paralysis, grief, and difficulty in understanding and making decisions, especially financial ones. Grieving is a process that has no right or wrong way. It is unique to each person. I am here to help women understand what they need to do and how to proceed.
Carolyn began her career in the field of financial services with Equitable and initially utilized her education background of 17 years to specialize as a retirement planning consultant for teachers, small businesses, and nonprofits in Boston, MA.
Carolyn has been featured in the Boston Globe, Money Magazine, and Dow Jones Wire. She has been quoted in the Wall Street Journal, Bloomberg, and several other publications. In addition, she was named one of Boston’s top wealth managers for 3 years in Boston Magazine, a top financial advisor in Sarasota, and chosen tops in her field by IAOTP (International Association of Top Professionals).
Carolyn was featured nationally in a public television program in 2017 – Behind the Scenes produced by James Earl Jones focusing on “Empowering Women in Finance”.
Carolyn’s work was impacted greatly when her husband passed away in 2008.
As she often says, “It only makes us better at what we do – helping others navigate life’s most difficult challenges.”
"I didn't know what I didn't know until I met Carolyn" - Widowed person from Sarasota |
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This client was not provided compensation for this testimonial | |
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Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.
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