Congratulations to our new Principals!

by | Jan 12, 2022 | Team Hewins General, Women & Wealth

Team Hewins is pleased to announce it has named Carolyn Kelly and Michelle Eldridge as principals in recognition of their invaluable contributions to the success of the firm and our clients. 

Carolyn is a lead financial advisor serving a wide base of clients through Team Hewins’ two California offices.  A CERTIFIED FINANCIAL PLANNER® professional with more than 20 years of wealth management experience, she has spent the past eight years with her current team. “Carolyn has demonstrated great leadership at Team Hewins, through her dedication to our clients’ success and by living and modeling our core values,” said Roger Hewins, CEO and founder of Team Hewins.  “We are thrilled to have her officially join our ownership group.”

Michelle joined Team Hewins in 2018 after more than two decades in financial services and financial technology.  She currently serves as the firm’s chief compliance officer and general counsel, while also heading up our people operations.  “Michelle’s role in growing and supporting our advisor teams has proven integral to bringing our best to our clients,” said Martha Post, Team Hewins’ chief operating officer.  “In her role leading our compliance efforts, she is passionate about ensuring we adhere to our duty to act in our clients’ best interests.”

The new appointments expand the Team Hewins ownership group to 11 principals and help position the company for further growth.  Team Hewins’ advisors serve clients through offices in Redwood City, CA, San Francisco, CA, Boca Raton, FL, and Miami, FL. 

Team    Hewins,    LLC    (“Team    Hewins”)    is    an    SEC    registered    investment    adviser;    however,    such  registration  does  not imply a certain level of skill or training, and no inference to the contrary should be  made.  We  provide  this  information  with  the  understanding  that  we  are  not  engaged  in  rendering legal, accounting, or tax services. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas.