Caroline Dougher
Certified Private Wealth Advisor® professional serving the sophisticated needs of high-net-worth clients at Aprio
- Role
- Director, Wealth Advisor at Aprio
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Caroline Dougher
I prefer to be directly involved with the concepts and causes that I champion. Wealth…
Experience
Director, Wealth Advisor
Apr 2022 — Present · Nashville, TN, US
As Director, Caroline Galbraith, leads the wealth management team of Aprio in Tennessee and North Carolina. She works with the Aprio Dental Team as a Dental-specific Wealth Advisor. She prefers to be directly involved with the concepts and causes she champions. Wealth management is the perfect career fit, as it allows her to be a trusted partner and sounding board for her clients, working together to build strategies for success.Caroline graduated Cum Laude with her B.S. from the University of Memphis, and earned her Certificate in Financial Planning from Belmont University’s Scarlett Leadership Institute. She is a CERTIFIED FINANCIAL PLANNINGTM practitioner. Caroline is currently enrolled in the Yale School of Management’s Certified Private Wealth Advisor® (CPWA®) certification program. Caroline began her financial advisory career at Merrill Lynch Global Wealth Management in 2004, before moving to SunTrust Investment Services in 2007, where she served as assistant vice president and advisor. Caroline joined HawsGoodwin Wealth in 2015 and became Partner. The firm sold to Mercer Advisors in January of 2022.With regards to community involvement, Caroline is an avid proponent of promoting and elevating women in business. Caroline is Co-Chair of the Women in Pension Nashville Chapter, a past Board member for FemCity Nashville, and is a proud supporter and volunteer for Dress for Success, a global nonprofit that provides professional attire for low-income women to support their job search and interview process. Caroline has also been a contributing writer to the Nashville Business Journal and the Tennessee CPA Journal. When not working, writing, or volunteering, Caroline can be found trying out the newest restaurants to open in Nashville, traveling the globe, playing golf (anywhere), and beaming with pride at the mention of her 4 successful young adult children.
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