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Carol Joyce is an experienced financial services professional with a strong background in investment advisory and client relationship management. Currently serving as the Investment Advisory Manager at United Planners Financial Services since November 2021, Carol has demonstrated expertise in client relations and operations from previous roles at Bulman Wealth Group, where responsibilities included Client Relationship Manager and Operations Manager. Prior experience also includes serving as an Internal Wholesaler Supervisor at Pacific Life and holding the position of Vice President at Related Equities Corporation. With a career spanning over three decades, Carol has cultivated a robust skill set in financial management and client engagement.