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Carol Leoffler

Carol Leoffler

Client Services Manager

carol@plan4financial.com

Carol began her financial services career at Bank of Boston as a Senior Account Administrator in the World-Wide Custody division. Most recently, she served as a Senior Client Relationship Manager at Broadridge Financial, where she oversaw all aspects of proxy campaign management, delivering exceptional service to clients. 

Carol holds a Bachelor of Arts in English Studies with a minor in Business Administration from Stonehill College. She lives in Massachusetts with her husband, their two grown children, and Bella, their beloved golden retriever rescue.