Karen's career in the financial services industry began in 1983 when she moved from Washington D.C. to Naples and started at AG Edwards as a sales assistant. She was promoted to operations, where she assisted five financial advisors and supported the wire operator and cashier.
In 2007, Karen served as the Financial Advisor in Charge of the Marco Island Branch, running all aspects of the branch until its closure and the subsequent merger with Wachovia Securities. At that time, Karen was named Operations Supervisor at the Park Shore office and assisted with the training and transition during the merger of Wachovia Securities and Wells Fargo Advisors. Karen has also served as Complex Operations Liaison, Governance Specialist and currently serves as a Governance Manager. Karen has 39 years of experience across many aspects of the financial services industry.
Karen is happily married and enjoys spending time with her two children, two stepchildren, and nine grandchildren. Her hobbies include making greeting cards and traveling.
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