Carolyn Martin, MBA, FINANCE

Carolyn is co-founder and managing partner of GM Wealth Group. After 18 years in sales and management with IBM, Carolyn transitioned to the financial industry, co-partnering to form Vision 2001, a professional and organizational development firm. Following her eight-year tenure there, Carolyn joined Merrill Lynch in 2001 as a financial advisor, where she focused on developing customized solutions for clients interested in investment and liability management. Carolyn’s emphasis on investment consulting services and her dedication to developing new client relationships are vital to the firm.  

Carolyn holds FINRA Series 7 and 66 securities licenses, as well as life, health and long term care insurance licenses. She received her MBA in finance from the University of Dayton.

Qualifications:

Securities licenses: Series 7 and 66
Insurance licenses: life, accident and health
B.A., University of Tennessee
MBA, University of Dayton