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Associate Financial Planner
Carolyn Mullins is an Associate Financial Planner at Twelve Points, where she specializes in helping clients gain confidence and clarity about their financial futures. Carolyn takes pride in empowering clients to achieve their financial milestones, whether it’s saving for retirement, buying a home, or planning for future generations. She believes that financial planning is not just about numbers but about understanding each client’s unique life story and aligning their finances with their long-term aspirations. Carolyn loves diving into the numbers but is equally passionate about making sure clients fully understand the details in broad terms. She excels at breaking down complex financial concepts, ensuring clients feel comfortable and confident in their decisions.
Carolyn is proud to work alongside a team of caring and knowledgeable professionals who challenge and inspire one another every day, fostering a collaborative environment that drives success. Originally from Groton, MA, Carolyn graduated from Clemson University with a Bachelor of Science in Financial Management, with a focus on financial planning. She has a deep love for everything Clemson, from the spirited school pride to the thrill of football season. Outside of work, she enjoys traveling to new cities and countries, cooking new dishes, playing volleyball, and sharing a good laugh with friends.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.
Damon Mill Square
9 Pond Lane Suite 3A
Concord, Massachusetts
01742 United States
Phone: | 978-318-9500 |
Fax: | 978-318-9505 |
Email: | info@twelvepoints.com |