Cari joined RBC Wealth Management in 2019 as an intern. Through her initiative and diligence, she’s already earned several promotions and became an investment associate in 2022. She’s the front line for the team, working on day-to-day operations and all aspects of client services, including cash transfer requests, account paperwork, support of discretionary and nondiscretionary trading, along with contributing to portfolio construction and proposals. Cari has quickly distinguished herself as a rising star. RBC Wealth Management selected her to attend the Associate Planning Professional program, which educates investment associates who seek a greater mastery of wealth management topics and RBC WealthPlan with concentrations in investment planning and strategies, tax and insurance planning, retirement and business planning and personal estate planning. Cari passed the Series 7 and 66 exams. She enjoys building relationships with clients and learning what each client needs from their investment planner.

A D.C. native, Cari is thrilled to be back in her hometown after graduating from Wake Forest University in 2019. She earned a Bachelor of Science degree in health and exercise science, with minors in classical literature and psychology. Before joining RBC Wealth Management, Cari traveled on her own through Europe and North Africa for three months, adding more countries to the ever-growing list of places she’s visited. At 25, she has visited more than 45 countries. Through her travel experiences, Cari has learned to find solutions for any challenge and to trust her instincts in complex situations. Her courage and resilience helped her deal with being pickpocketed in Italy, robbed while she slept in Budapest, and lost on the Ring Road of Iceland with a dead phone and a sinus infection. When she’s traveling, Cari doesn’t plan more than a few days ahead; she saves her long-range planning skills for The Manor Hill Group and their clients.