Carolyn Smith
Trading Associate
Carolyn Smith is a member of the Central Operations and Trading Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new client relationships, database management, client service, and executing trades for retail and institutional accounts. Prior to joining Beacon Pointe, Carolyn worked at the Wealth Management Network. Carolyn is married and has two sons. She enjoys going to the beach, running, coaching lacrosse, and spending time with her family.
