Carol Brown

Carol Brown
Premier Banker

950 N Collier Blvd

Marco Island, FL 34145-2716

About me

Background

Carol Brown is a Premier Banker with 17 years of financial services experience. She helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Carol’s daily goal is to put her clients first, building their trust through high-touch attention, in-depth conversations, and technology. She seeks to guide clients through their financial journeys by addressing their short- and long-term goals.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's in Psychology
Baptist College of Florida

Personal interests

Carol and her family of four enjoy visiting the Disney parks as much as possible.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

To
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