In her role at Avalon, Carolynn’s attention to detail is crucial. She is often our clients’ first point of contact and is responsible for the day-to-day administration of accounts and the flow of funds. An important part of Carolynn’s duties is the annual preparation of tax packages and coordination of information and records with our custodian Fidelity. She combines her extensive experience as a legal assistant with training in trust administration to deliver the quality of service our clients expect.

Carolynn is a graduate of the American Banker’s Association National Trust School.