Caroline O'Roark

Caroline O'Roark is passionate about helping individuals and businesses address their financial challenges by leveraging her skills and expertise in the financial services industry.

With a background in Human Resources Management and Services, including a Bachelor of Business Administration from the University of Mississippi, Caroline brings a blend of knowledge and practical experience to her role.

Having served as the Recruiting Director at Capstone Financial, LLC and previously as an Executive Recruiter at Ascendo Resources, Caroline has a solid understanding of talent acquisition and management.

Her experience as a Client Services Intern at UBS has provided her with valuable insights into client relationships and financial service operations.

Caroline O'Roark is dedicated to meeting the needs of clients and collaborating with top professionals in the financial services sector to deliver exceptional service and innovative solutions.

She is always eager to engage in discussions with individuals interested in pursuing a career as a Financial Services Representative or those seeking guidance on financial planning and services.