Carolyn J. Moeller

Carolyn J. Moeller

Client Support Assistant
Wealth Management, Cincinnati - West

Carolyn joined Johnson Investment Counsel in 2018 and is a Client Support Assistant. Before joining the firm, she worked as a Branch Office Administrator at Edward Jones. Prior to that, Carolyn worked at Fidelity Investments as a Customer Service Representative.

Relevant Work Experience

Edward Jones, Branch Office Administrator
Standard Retirement Services, Account Manager
Fidelity Investments, Customer Service Representative
Procter & Gamble, Tax Accountant


Xavier University,
Executive Certificate in Financial Planning
University of Cincinnati, B.B.A. Accounting

Community Involvement

ROSIE Reds (Rooters Organized to Stimulate Interest and
Enthusiasm for the Cincinnati Reds)



P&G Alumni Network, Cincinnati Chapter, Member
Meeting Coordinator (former)
Treasurer (former)
St. Xavier Women’s Club, Member
Ursuline Academy Women’s Club, Member (former)