Carolynn Fellman

Carolynn serves as an Associate Advisor, bringing over 30 years of experience to her role in guiding clients toward financial clarity and confidence. She partners with individuals and families to help simplify their financial lives and develop strategies designed to protect and grow what matters most.

With expertise as a Certified Fund Specialist (CFS®) and holding FINRA Series 7, 63, and 65 licenses, Carolynn provides clients with guidance on investment strategies, retirement planning, and financial confidence. She is known for her dedication to aligning clients’ goals and values with their broader vision for the future.

Professional Designations and Associations

  • Certified Fund Specialist (CFS®)
  • FINRA Series 7, Series 63, Series 65

Personal Life

Outside of work, Carolynn enjoys paddleboarding, practicing Pilates, and cheering for the New Orleans Saints. She also loves fantasy football, traveling, and spending time with her three children. At home, she is happiest relaxing with her cats and planning her next adventure.