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Caroline Spencer

Financial Consultant

Caroline Spencer is currently a Financial Consultant at Fidelity Investments, where they have been working since 2022. Previously, they held the position of Senior Client Specialist at Baird from 2018 to 2020 and completed various roles at Fidelity Investments, including Investment Consultant and Retirement Solutions Representative. Caroline's experience in finance began with internships at Protiviti and North Florida Financial Corporation, as well as an accounting internship at Grimsley and Company, CPA's PA. They earned a Bachelor of Science in Accounting and Finance from Florida State University, graduating in 2016.

Location

Jupiter, United States

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