Carole E. Bolduc, is an experienced Financial Advisor with over 33 years in the Financial Industry. Mrs. Bolduc brings a wealth of experience, and particular strengths in areas such as investment management, financial planning and insurance. Mrs. Bolduc has earned the coveted, Accredited Investment Fiduciary- (AIF designation), a professional designation that is listed by FINRA as one of the top 10 most highly sought-after credentials.
Mrs. Bolduc’s duty as an investment fiduciary is to act in the best interest of the client, placing her in an elite and distinguished professional community within the marketplace. In addition, she holds a Series 6, 7, 63 and 66 securities registration held through LPL Financial, along with her Massachusetts Life Insurance License also held through LPL Financial. She is registered to service clients in MA, CT, VA FL, NH, SC, CA and AZ.
Mrs. Bolduc has an extensive background in bank management and in lending, working with high net worth 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.
Mrs. Bolduc is a lifelong resident of Western Mass. She surrounds herself with entrepreneurs and her family. She lives with her husband Jerry, a former United States Marine and their son, J.R., aged 21.
Mrs. Bolduc 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 3 dogs, Gucci, a Maltese, and her Yorkshire Terriers, Sweetpea and Tinkerbell. She enjoys the outdoors, cooking, and entertaining her family and friends during the holidays and football season.