Carolyn graduated from the University of Kentucky in 1968 with a BS in Chemistry and from Boston University in 1971 with a MEd in Science Education. She applied her education by teaching in public and private secondary schools for 17 years. In 1993, recognizing the need to resolve her own financial issues, Carolyn began studying all aspects of wealth management. Feeling that she had found her calling, she took her…
Carolyn graduated from the University of Kentucky in 1968 with a BS in Chemistry and from Boston University in 1971 with a MEd in Science Education. She applied her education by teaching in public and private secondary schools for 17 years. In 1993, recognizing the need to resolve her own financial issues, Carolyn began studying all aspects of wealth management. Feeling that she had found her calling, she took her passion for teaching to the financial services industry.
Carolyn began her career in financial services with Equitable/AXA Financial. Initially, she utilized her education background to specialize as a retirement planning consultant for teachers and non-profit organizations. Prior to founding Pegaesus Advisors, Inc., and SeaCure Advisors, LLC, Carolyn co-founded another registered investment advisory firm that she sold in 2001.
In 2001, numerous circumstances were making it difficult for Carolyn's clients to make financial decisions. It was then that she began collaboratimg with a highly recognized wealth counselor. This solution has been so successful that she was featured in the Boston Globe and was quoted in the Wall Street Journal. In addition, she has become a sought after speaker for financial planning workshops and seminars.
Carolyn has volunteered in various community service organizations over the years. She has taught retirement planning at Technical Development Corporation, a management institute serving non-profits in Boston and New England. She has been a continuing education instructor for CPA's, attorney's, and CFP's in Massachusetts. Carolyn has had memberships in the Institute of Estate Planners, American Association of Individual Investors, National Association of Investment Clubs, International Association of Registered Financial Consultants, Inc., and the MIT Women's League Financial Group. Carolyn is currently a member in the Institute of Certified Financial Planners, the Financial Planning Association, University of KY's foundation - Women and Philanthropy, and the National Association of Professional Women. Carolyn continues to provide Pro-Bono financial planning services for individuals and families at Dana Farber Cancer Center in Boston, MA. She believes she has a true calling for this work since her late husband, Jack Howard, died in 2008 from brain cancer. One of Carolyn's hobbies is sewing where she works with the Dorcas Society in Sarasota, FL, making clothes for young underpriviledged girls. Carolyn also volunteers for the Bluegrass Trust for Historic Preservation committee for their annual antique and garden show.
Carolyn enjoys music, art, historic preservation and restoration, gardening, and swimming. She resides with her husband, Albert Kelley. She is the mother of two adult children, Courtenay and Jonathan. She is also "Mimi" to two beautiful granddaughters.
Contact Carolyn at (877)328-4037 or firstname.lastname@example.org