Caroline Galbraith, CPWA®, CFP®
Aprio Wealth Management | Wealth Advisor | Director
Aprio Advisory Group, LLC
Who I work with
I work with high-net-worth individuals and families, executives and business owners. I serve a broad range of clients, but those with investable assets of $1 million+ and a net worth of $5 million+ represent the core of my practice.
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My specialty
I specialize in creating and coordinating the implementation of sophisticated wealth strategies that include estate planning, wealth transfers, tax management, risk analysis and personalized investment strategies. My goal is to provide clients with a better wealth management experience. I am a stickler about maintaining good communications, and I go the extra mile to make sure my clients understand their financial plans and feel confident, informed and reassured that they are on track.
I help provide answers
I am passionate about helping clients lead their best lives. A client that had built a business valued at more than $10 million was considering retirement in the face of health issues and overseeing her parents’ care. Through scenario planning, I demonstrated the income she could expect to generate from the proceeds of selling her business at its current value.
She was able to confidently make the hard decision to sell her business, knowing that she would have the income to maintain her lifestyle and enjoy time with her family. She sold and doesn’t regret her decision.
Unique things about me
I raised four children as a single mother. When the youngest graduated college, I achieved my dream of making sure all of my kids had college degrees. Yay for me (and for them)!
When I am not at work
I love to play golf, snow ski and travel. I’m in awe of our beautiful planet. When I explore new places, I love to learn about different cultures. I also appreciate art and music, and my favorite sports team is the Tennessee Titans.
People say I am
A respected professional who is skilled, intelligent, caring and honest
Affiliations
I started my financial advisory career at Merrill Lynch Global Wealth Management. I served as a Vice President at SunTrust Investment Services, and before joining Aprio, I was a Partner and Senior Wealth Advisor at HawsGoodwin Wealth. I earned my Bachelor of Science degree from the University of Memphis and graduated cum laude. I earned my Certified Financial Planner™ professional designation from the CFP Board of Standards and my Certified Private Wealth Advisor® (CPWA®) designation from the Yale University School of Management, Wealth Management Theory & Practice.
My community service includes:
- Former Board Member at FemCity Nashville, 2015─2018
- Former Co-Chair of WIPN Nashville, 2018─2021
- Member, Junior League of Nashville
- Sponsor annual donation drives for Dress for Success, 2015─present
- Contributing writer for the Nashville Business Journal
- Contributing writer for the Tennessee Society of CPAs Journal