Carol A. Whelan

Carol began her career in 1990 with Aetna Life insurance & Annuity Company. During her 11-year tenure as an administrator in the Personal Financial Security Division (PFSD), she was instrumental in the development of their variable annuity. Her knowledge and background in finance brought her to the decision to develop direct marketing relationships with not only plan sponsors but direct financial planning. In 2001 Carol met her long-time desire and Whelan & Associates was established. She joined ING Financial Partners as an investment advisor/financial planner, there she designed and put in place formalized pension plans, 403(b) tax deferred annuity plans, 457 Deferred Compensations plans along with custom individualized financial plans. Mutual funds, college funds and life insurance are provided. Carol enjoys the intellectual challenge of working with clients in planning their financial future. She runs a dedicated business with a focus on individual needs and goals. She firmly believes that each client is cast in their own individual design. No plan is good without vigilant contact to enable life changes to be addressed. Carol has now joined Broker-Dealer Cambridge Investment Research, Inc. This has further enhanced her platform to offer financial services at the level she respects. Her knowledge in the rollover market, changing financial situations be it married, single or divorced lifestyle changes. With her office located in Farmington, CT she enjoys giving back to her community. She speaks frequently on request of educational clients to their classrooms on money management and good financial lifestyles. She counsels seniors who otherwise have limited ability to receive professional services. She is an active Rotarian and gives her time to The Right To Read Program. Biking, hiking, canoeing, playing at golf are on her plate, Travel for annual reviews takes her to California, Texas and Florida.