Caroline Perry

Caroline is the Vice President of Operations at Stafford Wealth Advisors, where she oversees operations and ensures an exceptional client experience. Her leadership is instrumental in streamlining processes and fostering strong client relationships, enabling the firm to deliver seamless and personalized financial services.

With over two decades of experience in financial services, Caroline began her career as a Financial Advisor at UBS Financial Services from 2001 to 2006. She later specialized in corporate retirement plans, holding key roles at Dougherty Petroff Associates, ING, and Voya Financial from 2006 to 2022. These experiences honed her expertise in helping clients achieve financial security while building meaningful, long-term relationships.

Caroline earned a Master of Public Administration and holds the Qualified Plan Financial Consultant designation. She also holds Series 7, 65, and 63 securities licenses through MML Investors Services, LLC.

Caroline finds her work deeply rewarding, particularly the opportunity to connect with clients and support their financial goals. Outside of work, she enjoys traveling, running, and spending time with her two children. She and her family reside in Tualatin, where they embrace an active and fulfilling lifestyle.