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Amy Carroll

Manager, Senior Client Services & Family Office Services

Creative, crafty, and can be trusted with anything

The Book She Should Write: “When You Can’t Say No: A Team Player’s Guide”
Absolutely loves: Her kids, her dog, and baking
Could live without: People speaking way too loudly on their phones in public places
Years with Baldwin: Since 2002
Personal motto: Life is short: take the trip, buy the shoes, eat the dessert!

Amy joined Baldwin Brothers in April of 2002, and from day one became an integral part of the team. She has an incredible work ethic and pitches in just about everywhere, so no two days are ever just the same. Her core focus, though, is providing thoughtful and thorough service to clients, working with families to manage their overall relationship with the firm. In this capacity, she also works closely with each portfolio manager to ensure that client service expectations are met (and often exceeded!). She holds a Bachelor’s in Business Management and Accounting from Newbury College.

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