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211 E North 1st St, Unit 100, Seneca, SC 29678

864-324-4942
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Leadership, Awards and Media Recognition

Our work is guided by a simple principle: do what’s right, and do it well. Over the years, that commitment has been recognized through industry awards, leadership involvement, and professional honors. While recognition is never the goal, we’re proud of these milestones as they reflect the dedication of our team and our continued focus on serving clients with clarity, integrity, and purpose.

New York Stock Exchange Closing Bell Ceremony Invitee

New York Stock Exchange Closing Bell Ceremony Invitee

Carolyn was invited to and attended the Closing Bell Ceremony of the New York Stock Exchange (NYSE) on Wall Street, NY, NY by the President of Members Trust Company and BlackRock iShares for her dedication to client services and investment management.

Clemson University

Clemson University

As an OLLI Osher Lifelong Learning Center community outreach instructor, Carolyn teaches several courses for Clemson University's community outreach program on Economic principals and practices as well as courses on Estate and taxation tools and tips throughout the year.

NASCAR

NASCAR

Delaware Life Insurance company, showcasing the collective impact of Women Advisors, offered to spotlight Carolyn Bare's name along with 19 other professional Female Advisors on the hood of the #71 car driven by Michael McDowell, sponsored by Delaware Life. This car will run at NASCAR Cup Series: Cook Out 400, Martinsville, VA Speedway, Sunday March 29th. Celebrating Women in Financial Services.

Institute of Management Accountants (IMA) 

Institute of Management Accountants (IMA) 

Carolyn is a former Chapter President of the Institute of Management Accountants (IMA), the Association of Accountants and Financial Professionals in Business, in South West Florida in Lee and Collier County. The IMA research and thought leadership helps to guide ambitious professionals in keeping up to speed in a rapidly evolving financial professions. Carolyn lead a team charged with providing insights, analysis and best practices to help financial professionals succeed.

Daughters of the American Revolution (DAR)

Daughters of the American Revolution (DAR)

Carolyn's 5th great grandfather was a member of one of the first formed Minute Men armies under Artemas Ward (1727-1800). She received honorable acceptance into the Daughters of the American Revolution to honor his patriotism that helped to form this great nation. The organization was founded in 1890 with the mission of promoting historic preservation, education and patriotism. These timeless, overarching principles keep the DAR strong and vitally relevant in this ever-changing world.

Bellagio Gallery of Fine Art

Bellagio Gallery of Fine Art

Earlier in her career before becoming an advisor, Carolyn was the managing director of the Bellagio Gallery of Fine Art in Las Vegas, NV and was awarded the Best Art Gallery in the City. That year she had the distinguished honor to deliver the Key to the City of Las Vegas to Bernard Picasso, Pablo Picasso's grandson, for his contributions to the Exhibition "In the Master's Hands: Picasso's Ceramics."