Caroline Shultz started with Cetera in 2003 and has served in many roles. She holds Series 7, 63, and 65 securities registrations, and received the designation of Certified IRA Services Professional (CISP) while designing and providing superior client services to Cetera’s customers. She now focuses her skills as a financial advisor for The Cetera Investor Center team, helping clients with their financial needs.
Caroline strives to build great relationships with her clients by providing them with financial education and advice that is always in their best interest.
Outside of work, Caroline likes to spend time with her husband, children, and grandchildren. She also enjoys camping, hiking and visiting our national parks.