Olympus Wealth Management, LLC
Carol Lens, CFP®, is a seasoned Wealth Advisor at Olympus Wealth Management, LLC, since February 2020, bringing a wealth of experience from previous roles in high-profile financial institutions. Prior experience includes positions as Senior Account Executive at Qualtrics, Vice President and Private Client Advisor at JPMorgan Chase Bank N.A., and Assistant Vice President and Financial Advisor at Wells Fargo Advisors. Carol Lens began a career in finance at Morgan Stanley and has also held roles at Merrill Lynch, Goldman Sachs, and Macy's, showcasing a diverse background in both financial advisory and retail sectors. An alumna of USC Marshall School of Business with a Bachelor of Science in Marketing and Information Systems, Carol Lens also holds a Certificate of Distinction in Music from Vanderbilt University.
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Olympus Wealth Management, LLC
At Olympus Wealth Management we help clients achieve the freedom and peace of mind to pursue their passions. Olympus Wealth Management was founded by partners who have spent their careers working with high-net-worth and ultra-high-net-worth families. The company was created with the needs of wealthy families in mind. Olympus Wealth Management customizes solutions for wealthy families through sophisticated planning, investment management, first-class service, and a multi-family office. We begin with the end in mind and first seek to understand our clients' goals and objectives. This understanding helps direct our planning and investment process. As a truly independent company, we become better fiduciaries and can provide access to the best global resources and advice free from bias. For advisory services and disclosures, please visit our website at https://www.olympuswealthmanagement.com.