Commonwealth Financial Group
Caroline Robinson is a dedicated finance professional with diverse experience in client account management, financial coaching, and administrative support. Currently serving as a Client Account Administrator at Commonwealth Financial Group since July 2022, Caroline also volunteers as a financial coach with Women's Money Matters to empower women in achieving their financial goals. Additionally, Caroline has a robust background in coaching volleyball for beginners, holding a position with Lady Bulldogs Volleyball since July 2018. Previous roles include vice president of risk management and secretary for Theta Phi Alpha, server at 1750 Taphouse, office assistant at the Law Office of Gregory V. Janian, LLC, supervisor at Merrimack College Bookstore, and summer intern at Putnam Investments. Caroline holds a Bachelor of Business Administration with a focus on finance from Merrimack College, complemented by a high school diploma from Bedford High School.
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Commonwealth Financial Group
Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence. Through an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence. Listen: Understand your financial goals, concerns and dreams. Gather: Collect and review your tax, insurance, investment, legal, and bank documents. Design: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner. Build: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you. Serve: Provide ongoing service to develop a dynamic plan that caters to your changing needs.