As Manager of Transitions, Karen assists advisors with all aspects of their transition to NewEdge Advisors. She has over seven years of experience in onboarding and 15 years in financial services. Prior to joining NewEdge, Karen was an Onboarding Consultant with LPL Financial and she currently holds her Series 7, 63, and SIE licenses.
Karen attended Queens University of Charlotte where she earned her Bachelor of Arts in English. She grew up in Charlotte and relocated to Vero Beach, FL, in 2019. In her free time, Karen enjoys spending time at the beach, walking trails with her Spaniels, Olive and Owen, and watching Forensic Files and Lone Star Law marathons.