Financial Planning Assistant
Cara is the Financial Planning Assistant for Platinum Capital Advisors. She is originally from Rhode Island, she moved to Mississippi to attend University of Mississippi, where she graduated in 2015 with a Bachelor of Business Administration in Managerial Finance. During her time at Ole Miss she interned as a student business consultant and a business development coordinator. She later moved to Gulfport and worked in the banking industry for two years assisting customers with their financial needs and goals.
She assists the financial advisors to ensure all client needs are met, prepares for client service meetings, and performs account maintenance. Cara works closely with the advisors in creating financial plans and risk analysis. She also assists clients with questions related to their investment account activity and other service needs. Her primary focus is providing excellent service to our valued clients and helping them achieve their financial goals.
In her free time, she enjoys spending time with friends and family, traveling, working out, reading, and visiting her alma mater for sporting events.