Carol McCollister

Carol McCollister provides personalized structure and management of client investment accounts. She also advises on the myriad of financial decisions clients face in their daily lives, being dedicated to assisting clients define and reach their financial goals.

Carol was a partner with Richard Nair in the investment advisory firm Executive Investment Advisors, providing investment management for individuals and multi-generational families for 15 years. The firm and its clients merged into Marin Wealth Advisors in early 2017.

Carol received an MBA in Finance from the University of California at Berkeley, a B.A. in Psychology from the University of Michigan at Ann Arbor, and a Certificate of Financial Planning from Boston University.

During her long career in the finance industry, Carol served on the Boards of several professional finance company associations. She also created and was editor of Womenews, the original monthly publication of the San Francisco Commission on the Status of Women.