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Carol Gangewer

Lupus Warrior | Mother of One |
Client Services

Carol has been with the firm since its inception in 1993 and has served a critical role in building the operations and administrative systems that have led to our growth over the last two decades. She is strong in both organizational skills as well as client service, and brings her service-minded attitude to every client interaction. Prior to working with our firm, she was branch operations manager with Drexel Burnham Lambert and Prudential Securities. Her previous experience included seven years as a sales assistant with Smith Barney in their Philadelphia office.

Carol has more than 30 years experience in the securities industry, and holds the FINRA’s Series 65, 63 and 7 licenses and as well as her Life, Health and Accident insurance designation.

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300 Conshohocken State Rd #230,
Conshohocken, PA 19428
877.799.6830
[email protected]
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Securities offered through Keel Point Capital LLC, Member FINRA and SIPC. | finra.org | sipc.org | Important Disclosures

Certain representatives of Compass Ion Advisors are also Registered Representatives offering securities through Keel Point Capital LLC, Member FINRA/SIPC

Check the background of this firm on FINRA’s BrokerCheck | Form ADV 3, Customer Relationship Summary