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Caroline Bristol Retirement Account Executive

716.849.4301 | cbristol@lawleyinsurance.com

As a retirement account executive, Caroline specializes in retirement planning, sales, and customer service.

Specialties

Retirement Planning
Sales
Customer Service

About:

As a retirement account executive, Caroline specializes in retirement planning, sales, and customer service.

 

Caroline coordinates fund and plan design changes, conducts plan review meetings, and works with Retirement Plan Advisors to identify and make recommendations that are beneficial to each client’s needs. She facilitates client relationships and manages a robust book of business to align with strategic initiatives.

Experience:

Prior to Lawley, Caroline worked as a client service associate at a financial advising firm, where she supported client inquiries, managed accounts, and ensured company compliance. She has also worked as a program coordinator and club director.

Accreditations:

Caroline holds a Securities Industry Essentials (SIE) license.

Education:

Caroline earned a bachelor’s degree from Mercyhurst University.

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Securities and advisory services offered through LPL Financial , a registered investment advisor. Member FINRA/SIPC. Pension/Plan consulting services offered through Lawley Retirement Advisors, a registered investment advisor. Lawley Retirement Advisors and LPL Financial are separate entities.

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Phone: 716.849.1584 | Email: dmarkowski@lawleyretirement.com

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