Carolyn Decker, CFP®, CPA, PFS
Managing Director
Private Client Group
Portsmouth, NH
As a Managing Director in the Private Client Group, Carolyn works with ultra-high-net-worth families to navigate all the complexities that significant wealth brings. She specializes in translating complex financial strategies into understandable choices with clearly defined pros and cons.
“I believe that wealth should enhance life, not complicate it.”
She’s driven by helping families feel confident and in control of their financial decisions.
Experience
- 25+ years serving ultra-high-net-worth families
- Deloitte, specializing in individual and not-for-profit taxation
- Ballentine Finn & Company (now Ballentine Partners), where she helped the firm grow by fourfold, while leading client team development and management
Education & Credentials
- CERTIFIED FINANCIAL PLANNER® (CFP)
- Personal Financial Specialist (PFS)
- Villanova University, B.S. in Accounting
Beyond SCS
Carolyn lives in New Hampshire’s Seacoast region with her husband. As a new empty-nester, she spends her time gardening and practicing pottery.
