Carol Morelli

Administrative Assistant & New Client Coordinator

Carol is an Administrative Assistant and the New Client Coordinator at Fiduciary Investment Advisors, LLC (FIA). Her duties include providing clerical and administrative support to all levels of professionals. Prior to joining FIA she served as the Complex Administrative Manager of UBS Financial Services for the central New England region and was responsible for all compliance, administration and operations departments and personnel for six offices in three states. She served in a number of progressively complex roles throughout her career and has a great love for the financial services industry.

Education

  • Morse School of Business
  • Executive Secretarial Science Certified

Outside Activities

  • Chalker Beach Improvement Association in Old Saybrook, CT – Secretary, Board of Directors

Personal Interests

Family, gardening, spending time at her summer home