Carolyn White

CAROLYN WHITE
CHIEF OPERATIONS OFFICER

Carolyn White’s financial career started in 2005 when she became a Branch Office Administrator with Edward Jones Investments. She was responsible for all administration work for the branch office. In 2008-2011 Carolyn was the Regional Meeting Coordinator for all the Branch Office Administrators in her region and was responsible for planning, coordinating and hosting these meetings. In 2010, Carolyn was promoted to Senior Branch Office Administrator.

In 2012, Carolyn moved to the independent channel of Wells Fargo Advisors, Wells Fargo Advisors Financial Network (WFAFN) and assisted in establishing Hourglass Wealth Management. Carolyn is the Chief Operations Officer and is also a Registered Associate. As the Chief Operations Officer at Hourglass Wealth Management, Carolyn oversees the day-to-day operations of the firm as well as providing long-term operational guidance and direction. Carolyn holds a bachelor’s degree from Ball State University in Muncie, Indiana.

 

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