Broker Check
Carol Scatolini, CFP®, Wealth Manager

Carol Scatolini, CFP®, Wealth Manager

President

Carol Scatolini CFP® is a Wealth Manager and President of Scatolini Wealth Management. Since 1995 Carol has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Carol has dedicated her career to delivering the personalized investment planning services her clients deserve. Carol began her career as a Financial Advisor with Merrill Lynch in Worcester where she developed her fundamental investment knowledge. In 2003, she earned the CFP® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. In 2006 she relocated to the Springfield, MA location and remained there until 2011 when she established her independent company, Scatolini Wealth Management located at Post Office Park in Wilbraham, MA.

Carol focuses on helping clients with all their complex and major life events such as retirement, divorce settlement, inheritance, and estate planning strategies. Each client receives personalized financial advice as well as a custom financial strategy tailored to their unique situation. Special attention is given to diversification, asset allocation and risk management. Over the years Carol has worked with a cross section of clients including young and mature families, clients with significant inherited and earned wealth, business owners with specific needs and charitable organizations and foundations. She also has focused on helping women investors develop their financial acumen and confidence through her investment planning process.