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Carrie Bole

PROJECT MANAGER

Carrie joins the DPL team from Fifth Third Bank where she held a variety of positions during her 26-year tenure. She spent the bulk of her career in Wealth and Asset Management in both Operations and Administration. She strives to improve processes and enjoys digging in and finding the root cause of any problem. She graduated from the University of Cincinnati with a degree in Finance. 

Become a member

Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.

DPL


©2022 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.