firstname.lastname@example.org | 631.227.3900
Cara joined GM Advisory Group in 2017.
As part of the Wealth Strategies Team, Cara is responsible for assisting clients and families balance their finances by helping them get organized and developing strategies to enhance their ambitions.
Prior to working at GM Advisory Group, Cara supported the Fiduciary Tax Team at Bessemer Trust.
Cara holds an undergraduate degree in Finance from Baruch College, Zicklin School of Business. Cara’s professional plans include pursuit of certification from the Certified Financial Planner Board. She lives in Long Island and in her spare time enjoys going to the beach.