BRIDGESIDE INVESTMENT GROUP WELCOMES NEW FINANCIAL ADVISOR
Caroline Mosteller Joins Respected Raymond James Affiliate
Mt. Pleasant, SC, Oct. 19, 2020...Carolyn Hash, Senior Vice President of Investments for the Bridgeside Investment Group of Raymond James, announced today that Caroline Mosteller has officially joined their team as a Financial Advisor. Ms. Hash, recently named to the prestigious list of 2020 Forbes/SHOOK Top Women Wealth Advisors was ecstatic about the addition to their practice.
Ms. Mosteller is ideally suited to join the Bridgeside Investment Group, according to Ms. Hash. “Exceptionally bright, hard-working and people focused, Caroline shares our values of ensuring that every client gets the personal attention that they deserve. She understands the importance of listening, of researching, of exploring and of relentless attention to detail,” Ms. Hash explained. “I have known Caroline for years and am 100 percent convinced that our clients will quickly recognize her commitment to their success.”
A Mt. Pleasant native and the daughter of local entrepreneurs, Caroline graduated from Clemson University with a Bachelor’s degree in Finance with an emphasis in Real Estate. She has spent the last five years honing her business skills in the healthcare, real estate and tech industries. She credits those experiences for helping to refine her strengths, define true business integrity and pursue a lifetime career in financial advising.
Ms. Hash refers to Caroline as a people person with an exceptional work ethic, a compliment that Caroline finds particularly gratifying. “I am honored and excited to work under Carolyn Hash. Every day I am amazed by her wisdom, drive and genuine care for others,” Ms. Mosteller explained. “As Zig Ziglar writes, ‘You can get everything in life you want if you will just help enough other people get what they want.’ I am driven to help others realize their goals which explains my enthusiasm for this exceptional opportunity. Financial advising is a vehicle can allow allows you to build lasting relationships, robust estates and resilient legacies for your clients. I am committed to doing everything possible to help them achieve these objectives.” Having completed her Series 7 and Series 66 exams, Ms. Mosteller will be joining the practice immediately.
ABOUT BRIDGESIDE INVESTMENT GROUP: Headquartered in Mt. Pleasant, SC, Bridgeside Investment Group of Raymond James and Associates works with individuals, families, small business owners and women in transition to determine their financial goals and create a strategy to help achieve them so they can live the life they want to live. Team members include Carolyn Hash, Certified Financial Planner™ Professional and Senior Vice President-Investments, Lauren Liles, Financial Advisor, and Patti Powell, Senior Registered Client Service Associate. Together, they have over 60 years of experience in the financial services industry. (www.bridgesideinvestmentgroup.com)
ABOUT RAYMOND JAMES and ASSOCIATES: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities. It is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,100 financial advisors throughout the United States, Canada and overseas. Total client assets are $896 billion. Additional information is available at www.raymondjames.com.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The Forbes ranking of America's Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of April 2019): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info.
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