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Carol Guerieri serves as an industry and charitable endowment specialist to the individual, business owner and community by creating and preserving lifestyle through values based planning, charitable endowment, and charitable deduction insurance planning.

With over 15 years experience in the advanced planning markets, ethics and compliance specific to federal, state and firm element policy implementation, adherence, auditing and regulatory segments of the insurance and financial services industry, she is uniquely qualified to provide a values based financial plan. Through values based planning, Carol assists her clients in determining and meeting their personal financial needs, as well as identifying and structuring their personal charitable giving plan.

Over the years, Carol has consistently and successfully identified, structured and directed planned giving and endowment opportunities towards the non-profit sector from generous and caring individuals and business owners who wish to effect positive change.

Carol is a founding member of Spirit in Business; serves as a Mentor, Loan Committee Member and Advisor to the Women's Venture Fund; serves on the Executive Committee of the Business Council for Peace; serves as a Business Advisory to Women, Business, Spirituality: A New Formula For Leadership; serves on the Board of the U.S. Women's Chamber of Commerce; is a member of The New York City Association of Insurance and Financial Advisors, is a member of The National Association of Women Business Owners, and is a member of The Charitable Discussion Group which is comprised of foundation, board members and private client services groups of various private and institutional organizations.

Carol resides in New York City and practices throughout the United States.