Carol Morelli

Manager of Administration and Office Operations

Carol ensures the Connecticut, Illinois, DC and Massachusetts office operations run efficiently to create a positive workplace experience for firm Associates. She additionally provides firm Partners and Directors with administrative support and assistance. Carol joined Fiduciary Investment Advisors, LLC in 2016, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, she served as the Complex Administrative Manager of UBS Financial Services for the Central New England Region. Carol is certified in Executive Secretarial Science by the Morse School of Business. Her personal interests include spending time with family, gardening and enjoying her summer home.

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