Carolyn Pratt
Paraplanner
Carolyn is a Paraplanner at Guided Wealth, LLC, where she assists the financial advisors in delivering personalized solutions to clients. She provides essential support through research, analysis, and preparation of comprehensive financial plans. Carolyn maintains a deep knowledge of each client's financial story and plan to ensure a tailored, proactive planning process. She takes detailed meeting notes and maintains ongoing client communication, serving as a key point of contact readily available to address questions and concerns.
Carolyn earned her BA in Mathematics and Statistics with a Minor in Economics from the University of Connecticut. She holds Series 7 and Series 66 licenses. She is also licensed as an Insurance Agent in Texas for Accident, Health, Life, Variable Life, and Variable Annuities, and serves as a Notary Public.
Carolyn lives in Dallas with her husband and their son, Emmett. They share their home with an energetic dog named Jetson. When she's not working, Carolyn enjoys watching and participating in sports, trying new restaurants, and spending quality time with family and friends.
