Helping you grow more than wealth

Proud to be named an award-winning advisor

I am proud to be named a Forbes Best-In-State Wealth Advisor in 2024.

I am proud to be named a Forbes Top Women Wealth Advisor Best-In-State in 2025. 

I am pleased to be a part of this respected group because it means I’m serving my clients well.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Meet Carol, Luis, Roya, and Mario

Contact

Carol Wilshire

310-647-8054
carol.wilshire@rbc.com

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A period of rapid-fire developments has understandably put investors on edge. We make sense of five catalysts tugging on stock markets and elucidate why we’re not ready to throw in the towel on the two-year-plus bull market just yet.

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