Caroline (Carrie) Aarons
Client Service Specialist
Caroline (Carrie) Aarons joined Balanced Financial Concepts in 2018.
With previous experience in the industry and a depth of related knowledge, Carrie understands that the financial industry is constantly changing and strives to build meaningful client relationships. She has a bachelor’s degree in Economics from Case Western Reserve University and an MBA from Baldwin Wallace University.
You can contact Carrie directly if you have questions regarding:
Account maintenance or transition for new clients, new account paperwork, changes to accounts or account updates.
Tracking account activity and getting updates on recent account maintenance
Updating contact information
In her free time, Carrie attempts to practice yoga. She enjoys attending Indians and Cavs games. She lives in Lyndhurst.