Executive Client Specialist
Caron Scorpio joined the Knox Grove team in 2019 as Executive Client Specialist. With over 25 years of management and leadership experience in the financial services industry, most recently as a marketing and communications executive with a leading broker-dealer, she brings a wealth of industry knowledge and client service expertise to the team. She holds the Series 6, 7, 63, and 24 registrations from the Financial Industry Regulation Authority (FINRA).
Caron believes that demonstrating integrity and reliability, and fostering transparent communications are key to developing authentic, candid client relationships. She focuses on client engagement by, working collaboratively as a liaison between advisors and high-net-worth clients to help them reach their financial goals, identify any challenges, find resolution, and ultimately elevate the client experience.
Passionate about the advancement of women in the financial services industry, at her previous company, Caron founded, developed, and expanded membership in the Signator Women Advisors Network. The initiative created a community of women financial advisors supporting best practices, mutual growth, learning, and professional development.
When not working, Caron enjoys the outdoors, cooking, reading, travel, yoga, and all genres of music and dance.