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Carolyn J. Moeller

Client Support Assistant

Wealth Advisory Services, Cincinnati

Carolyn joined Johnson Investment Counsel in 2018 and is a Client Support Assistant. Before joining the firm, she worked as a Branch Office Administrator at Edward Jones. Prior to that, Carolyn worked at Fidelity Investments as a Customer Service Representative.

Relevant Work Experience:

Edward Jones, Branch Office Administrator
Standard Retirement Services, Account Manager
Fidelity Investments, Customer Service Representative
Procter & Gamble, Tax Accountant


Xavier University, Executive Certificate in Financial Planning
University of Cincinnati, B.B.A. Accounting

Community Involvement:

ROSIE Reds (Rooters Organized to Stimulate Interest and Enthusiasm for the Cincinnati Reds), Volunteer
St. Gertrude Church and School – Volunteer (former)

Memberships & Affiliations:

P&G Alumni Network, Cincinnati Chapter, Member
Meeting Coordinator (former)
Treasurer (former)
St. Xavier Women’s Club, Member
Ursuline Academy Women’s Club, Member (former)