Caroline N. Anthony
Senior Licensed Executive Assistant
Caroline N. Anthony
Senior Licensed Executive Assistant
Caroline joined Mitchell and Hastings Financial Services in 2013 as a client service associate, and quickly became an integral part of the firm.
Caroline serves as an intermediary, handling more advanced client account-related processes and issues efficiently and promptly. She handles new account establishment from beginning to completion, including account transfers and estate account related processes. She also supports our numerous advisors at various branch locations. Caroline is detail-oriented, and highly organized, and has an accounting background. “Perfection” is always Caroline's goal.
Caroline holds a Series 6 Securities license and a Maryland life insurance license.
Caroline is a graduate of the University of Mary Washington, Virginia, with a Bachelor of Arts degree.