Carol Tartaglia

Carol Tartaglia
five star

Carol Tartaglia

Senior Vice President, Wealth Consultant

Carol provides holistic wealth management services that address the full spectrum of her clients’ financial concerns, including investments, life insurance, family finances, retirement and estate planning. Carol also works closely with business owners with the goal to help them to manage their business outlook. She helps businesses seek to improve cash flow, manage taxes, and develops a personalized growth plan for each business.

Working closely with each client, Carol uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts her clients’ needs first. With the plan in place, Carol monitors its performance on an ongoing basis, and makes any adjustments as needed.

Carol joined Webster Investments in 1999 and has 35 years experience in investment services. In 2018 Carol has been chosen as a Five Star Wealth Manager for the fifth year in a row. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.*

Carol has been a speaker at the LPL Financial Focus National Conference and at the University of Connecticut’s Graduate Business School. She received a Bachelor of Science degree in Education, Psychology and Economics, and went on to study Finance, College Aid and Retirement Planning. She is active in her community, volunteering at the Branford Festival and the Italian American Club of Branford.

* Wealth managers do not pay a fee to be considered or placed on the final list of 2014, 2015, 2016, 2017, 2018 Five Star Wealth Managers.

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 Government Agency 
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 May Lose Value 
 

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