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Carole E. Bolduc, AIF

Carole E. Bolduc, AIF

Financial Advisor

Carole E. Bolduc, is an experienced LPL Financial Advisor with over 35 years in the Financial and Banking Industries. Ms. Bolduc has an extensive background in bank management and in lending, working with high networth individuals. Having a successful tenure in banking and wealth management, her experience has created the perfect foundation for developing meaningful and long-term client satisfaction.

Ms. Bolduc brings a wealth of experience, and particular strengths in areas such as investment management, financial planning and insurance. Ms. Bolduc has earned the coveted, Accredited Investment Fiduciary- (AIF designation), a professional designation that is one of the top 10 most highly sought-after credentials.

Ms. Bolduc holds herself to a fiduciary standard and strives to act in the best interest of the client, placing her in an elite and distinguished professional community within the marketplace. She holds a Series 6, 7, 63 and 66 securities registration held through LPL Financial and, is registered to service clients in MA, CT, VA FL, SC, CA and AZ. Ms. Bolduc also holds her MA life insurance license.

Ms. Bolduc is a lifelong resident of Western Mass. She surrounds herself with entrepreneurs, her son, J.R. Bolduc, and her family. She likes to participate in local organizations, supporting and helping those with disabilities. She also likes to support local women’s organizations within Massachusetts. While at home, she adores spending time with her dogs, Yorkshire Terriers, Sweetpea and Tinkerbell. She enjoys the outdoors, cooking, and entertaining her family and friends during the holidays and football season.