Carolyn Lee is a Senior Vice President and Managing Director of the Broward County Personal Client Advisory Team. The team consists of 41 partners in two locations, Las Olas and Weston.
Carolyn began her career in the financial services industry over 35 years ago in Fort Lauderdale, Florida. She has held various positions within the industry focusing on personal services for the high net worth client. Carolyn began her career with Northern Trust in 1995 as a Private Banker in the Coral Ridge Office and a year later was promoted to Managing Executive.
Carolyn is a native of Fort Lauderdale and has always been active in the community. She is a Past President and current member of the Humane Society of Broward County Board, Past Board President and current member of the advisory committee for Henderson Behavioral Health, Past Board President Hospice Hundred, Past Board Member and current member of Leadership Broward and member Funding Arts Broward.
Carolyn is a Certified Financial Planner.