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Client Relationship Manager
Kara Eyler has worked at Heritage Financial Consultants since 2009, when she started as an intern while attending Towson University. After graduating in 2011, she accepted a role as Client Relationship Manager for John G. McCarthy III’s practice and has assisted in the management of his clients ever since. She is FINRA Series 7 securities registered and is currently pursuing her CERTIFIED FINANCIAL PLANNER™ practitioner designation. In her spare time, Kara enjoys spending time with her family, traveling, and staying active through her hobbies of golf, hiking, tennis, and biking.
Certifications
- FINRA Series 7 registered
Education
- B.S., Towson University, 2011
Primary Clients or Industries
Families
High net worth individuals
Businesses
Primary Service Areas
Financial planning
Investment management
Retirement planning
Risk management