Biography 

Meet Carol Neville, our operations pro. As the overseer of the operations staff, she ensures the firm's internal policies align seamlessly with the U.S. Securities and Exchange Commission regulations. Carol's team is the backbone managing the firm's securities accounting system and diligently preparing quarterly and annual client reports. Beyond that, she takes the reins in trade administration.

Carol's professional journey includes roles in securities operations at a regional financial services firm and as a veterinary technician for the Orlando Humane Society. 

Education and Certifications

Her educational prowess shines through with a BS in accounting and an AS in veterinary technology. Carol's diverse background brings a unique perspective to her role, making her an invaluable asset to ProffittGoodson.

Outside of ProffittGoodson,

Carol enjoys spending time with her husband, Jason, and teenage daughter, Cassie. She is an avid gardener and loves a good true crime show. When not playing with her three dogs and two cats, she enjoys catching a Broadway show. 

What Money Mission means to me:

Treating clients like family members and helping them reach their financial and personal goals.