Overview
As a director and wealth advisor for Aprio Wealth Management and Dental Wealth Management, Caroline Galbraith helps high-net-worth individuals and families as well as executives and business owners implement sophisticated and personalized wealth strategies to achieve their goals.
Experience
As a former VP at SunTrust Investment Services and Partner and Wealth Advisor at HawsGoodwin Wealth, Caroline specializes in estate planning, wealth transfers, tax management, risk analysis and investment strategy. Valuing communication, Caroline goes the extra mile to ensure her clients understand their financial plans and feel confident, informed and reassured that they are on track.
Caroline is passionate about helping clients live their best lives and treasures the opportunity to assist with decisions that help them do just that. She helped one client with a $10 million+ business through scenario planning in the face of retirement, health issues and elder care. The result of that planning was a decision to sell the business from a position of confidence and strength, regret-free.
Education & Affiliations
Caroline earned her Bachelor of Science degree from the University of Memphis. She earned her Certified Financial Planner™ professional designation from the CFP Board of Standards and her Certified Private Wealth Advisor® designation from the Yale University School of Management, Wealth Management Theory & Practice, which is essential for navigating complex strategies for high-net-worth clients. She is also a contributing writer for the Nashville Business Journal and Tennessee Society of CPAs Journal, and she has been active with FemCity Nashville, WIPN Nashville, the Junior League of Nashville and is a Board member on the Aprio Foundation
Insights
