Drawing on more than 20 years of industry experience, Karen is often the first line of contact on a wide range of administrative and operational services. A consummate professional, she is committed to providing each client with the highest level of personal service and integrity.

From the largest task to the smallest request, Karen works diligently to exceed client expectations. Her primary responsibilities include onboarding new clients, ensuring client account information is up to date, and performing operational tasks that support Scott in the day-to-day management of his wealth management practice.

Karen graduated from Broward College in 1997 and began working at A.G. Edwards soon after. Her career has taken her to Janney Montgomery Scott, Raymond James, Merrill, and Morgan Stanley, with each opportunity providing new skills and knowledge. She rejoined Merrill in 2021 and continues to maintain all of her FINRA registrations, which include Series 7, 9, 10, 63 and 66. She also has her life, health and variable annuity licenses as well.

Born in England, Karen moved to the U.S. at the age of seven, living in Florida and Pennsylvania. She now lives in Palm City with her family. An animal lover, Karen has horses, dogs, and cats.