Carolyn is a member and financial advisor at Beall Barclay Wealth Management. She offers over 25 years of experience in advising individuals and business in comprehensive financial planning. Carolyn specializes in estate planning and business succession. Maximizing the income of retirees and assisting her clients in navigating the complex roadmap of retirement issues is a main focus for Carolyn. Her goal is to provide them with the ability to retire with dignity by making sure the money they’ve accrued throughout years of hard work sets them up for a comfortable retirement. Carolyn understands that clients encounter numerous sources of information and have persistent worries, but she helps ease the concern of uncertainties with clear direction and strategies.
Carolyn and her husband, Randy, live in Fort Smith and have one son, Shawn, who resides in Tennessee. Randy is a former member of Beall Barclay Wealth Management and Beall Barclay, PLC, the accounting entity. They have two dogs, a Labrador and a Goldendoodle. She enjoys kayaking, swimming, hiking, golfing and traveling. She’s visited all 50 states and over 30 foreign countries!
Certified Financial Planner™
Chartered Life Underwriter®
Chartered Advisor for Senior Living®
FINRA Series 7
FINRA Series 63
University of the Ozarks, Bachelor of Science in Accounting, Magna Cum Laude