We would like to welcome Caroline Clark to Global View as part of our internship program. Caroline is a senior business major at Furman University. She will be assisting us with financial planning initiatives and special projects.
Caroline is from Beaumont, Texas and spent last summer as an intern with the Global Communications team for the international fashion brand Oscar de la Renta in New York City. We are excited about Caroline joining us this semester.
Joey's primary focus is working with clients in the goals setting and financial planning process. He has extensive experience is in helping clients facilitate the decision making process, leading them through the implementation of their financial plan and contributing to their peace of mind. This includes helping clients gain an understanding of estate planning, charitable giving, and helping them implement these plans by working closely with estate planning attorneys.
