Caroline Kane

Client Services Associate
caroline.kane@raymondjames.com
(918) 858-2805

About

Caroline Kane joined Trinity Strategic Wealth in 2024 with experience and background in banking, hospitality, and recruitment. She attended the University of Kansas where she graduated with a B.S. in Genetics.

Her responsibilities include establishing accounts, processing rollovers and transfers, sending distributions, and maintaining overall account operations.

Caroline enjoys spending her free time with family and her dogs, visiting the lake in the summer, traveling to Colorado in the winter, and participating in community events.

Social Media & Contact

Click the icon below to Follow us on Facebook and to Connect with me on LinkedIn!

Scheduling an appointment

Please fill out the form below to schedule your appointment today.

Book an appointment
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Location

1375 E. 71st St., Tulsa, OK 74136

Map & Directions

Contact methods

Phone: (918) 492-2150

Toll-Free: (800) 970-9732

Office Hours

08:00 AM - 05:00 PM

Monday - Friday