Carolyn A. Kneeland
Operations Manager
Carolyn A. Kneeland
Operations Manager
I support our growth by working with Ray Lucas and the Case Design Team. From coordinating calls to setting up advisor training meetings and sponsoring lunch and learns, I work as the liaison to help the team stay on track.
Our success means I feel a deep level of accomplishment as I participate in the evolution of our training department, which sponsors an increasing number of events to educate our advisors and help them grow.
My professional background, I have been in the business for over 30 years, and I was previously the operations manager for the Professional Partner Program. In 2016, I moved to the Case Design team. This was a great transition for me as I have worked with Ray Lucas for over 25 years and jumped at the chance to explore another of the many exciting career paths Integrated has to offer our team as well.
Rounding out my life finds me in Sterling, MA, with my husband, Scott. We are currently partial empty nesters with 2 kids in college.
Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.., and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial.
InTouch Innovations and LPL Financial are separate entities.
CRPC conferred by College for Financial Planning.
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