Caroline McDonald
Director of Client Relations and Marketing

Caroline joins Gulf Point Advisors with nearly ten years of experience in the industry. She was previously a Manager of Marketing in UBS Financial Services’ Client Strategy Office. Prior to that, she was an Investment Associate for a wealth management team in New York City, serving high and ultra-high net worth clients. Caroline was born and raised in New Orleans and received her B.S. degree in Finance from the University of Alabama.

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SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GWM ADVISORS, A REGISTERED INVESTMENT ADVISOR. GWM ADVISORS and GULF POINT ADVISORS are separate entities from LPL Financial.

 

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