Caroline Perry

Hi, my name is Caroline Perry, and I am a Client Service Assistant with Sims Investment Management. I was born, raised, and currently reside in the Cincinnati area with my brother and two sisters. For as long as I can remember, I have always been passionate about helping people feel seen, successful, and secure.

In my time away from work I love to travel and hike. My favorite trip has been to the Channel Islands near the northern coast of France, and my dream adventure is to explore Yosemite National Park in California! When I'm indoors, I like to read and write sci-fi/fantasy stories, cook, and make music. I will commonly attend open mics around town to share my music, and I produced and released my debut three-song EP in January 2024 titled "I Made These Songs In My Bedroom".

I can't wait to help you along your financial journey!