Carol Ann brings over six years of experience in business management and administration, along with two years in the RIA space. As a key member of our Client Service Team at Patriot, she is committed to ensuring that every client receives exceptional service and engagement. Her primary focus is to keep our clients at the heart of everything we do.
Carol Ann holds a bachelor’s degree in Business Administration from Auburn University. Throughout her career, she has played a vital role in supporting the growth and success of companies. Her passion for client service drives her dedication to delivering outstanding support and building meaningful relationships.
Outside of work, Carol Ann enjoys spending quality time with her family and friends. She is the proud mom of a two-year-old son and a chocolate lab named Moose— who do a great job of keeping her busy. She loves outdoor activities, dinners with friends, and cheering on Auburn Football. War Eagle!