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Client Services Manager

Carol Drum is responsible for administrative and client services, such as account maintenance and asset transfers. She is essential to our clients and is dedicated to putting their needs first.

She has worked with Rick Horton for over 20 years. Before joining WealthPlan Advisors, Carol worked for Smith Barney where she served in the cashiering/operations area. Originally from Minnesota, Carol currently resides in Mesa, Arizona.

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