Carmen North
Board Member
With over nine years of experience in the industry, Carmen’s approach to wealth management planning is consultative, comprehensive, with a focus on her client’s life priorities. One of her focuses is on corporate retirement plans and insurance strategies. Carmen was awarded the Chartered Retirement Plans SpecialistSM designation by the College for Financial Planning. She has also earned the Certified Divorce Financial Analyst® designation as well as the Accredited Wealth Management AdvisorSM designation.
A University of Central Florida graduate, Carmen is also passionate about giving back to her community. Carmen is a board member for the Nassau County Economic Development Board and previously served as a board member for Communities in School of Nassau County. Because she feels education is key to making the most of all of life's experiences, she spends time volunteering in her community as often as she can. Her family also shares her passion for making their community a better place; many times her three daughters are also volunteering right next to her.