Carol Khouri

Carol Khouri
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Carol Khouri's Biography

Type Of Business:
Financial company
Marketing Area:
Regional
Expertise:
Ms. Khouri's expertise is in assisting divorced clients with investments.
Major Product/SVS:
Financial services
Hobbies/Sports:
Spending time with her family; Taking care of her animals
Education Degrees:
Bachelor of Science, Florida Atlantic University
Affiliations Awards:
Local Chamber of Commerce
Charity:
Local Charitable Organizations
Number Of Years In Profession:
19
Number Of Years In Current Position:
10
What Does He/She Attribute Success To:
She attributes her success to her hard work and continuing education.
Why did you become involved in your profession or industry?:
She became involved in her profession after working in the hotel industry.
Position Responsibilities and Duties:
Reviewing portfolios; Gathering information; Researching; Managing clients' portfolios; Suggesting investments; Developing financial plans
Education Certifications:
Certification, Divorce Financial Group; Certification in Financial Planning; Certified Divorce Financial Analyst
Awards/Honors:
Five Star Wealth Manager (2011); Listee, America's Top Financial Planners (2010); Five Star Wealth Manager (2010); Listee, America's Top Financial Planners (2008)
Where Will You Be In 5 Years:
In five years, Ms. Khouri intends to complete a master's degree in financial planning.
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