Vice President of Client Relations
Carol joined Weaver Capital Management in July 2003. In her position as Vice President of Client Relations she assists in the day-to-day operations of customer service and account administration. Her primary responsibilities include managing the firm’s client service processes, daily maintenance of client accounts, responding to client account needs, client reporting, scheduling client meetings and working with clients as they transition to Weaver Capital Management. Carol also maintains the books and records for the firm.
Carol oversees the firm’s compliance program to adhere to state and U. S. Securities and Exchange Commission (SEC) requirements. She monitors the firm’s policies and procedures and ensures that state filings are completed. She is a member of a compliance group which shares their expertise and finds this group to be a valuable tool in her position.
Carol attended the University of South Alabama majoring in Business Administration.
Carol was previously worked in Human Resources and Client Relations for the telecommunications, manufacturing and hotel industries. She lives in Suwanee, GA and has a son, Sterling, daughter-in-law Ashley and daughter, Chelsea. Carol volunteers as a Girl Scout Service Unit Team Member for 65 Girl Scout troops. She attends Gwinnett Church. Carol enjoys reading, gardening and time with her family.