Carol Vaughn AWMA®

Client Service Associate

Carol Vaughn joined Sage Mountain in September 2026. She brings more than six years of experience in wealth management, banking, and financial services, with a strong background in relationship management and personalized client service.

Prior to joining Sage Mountain, Carol served as a Registered Client Service Associate at Oppenheimer & Co. Inc. She previously worked as a Senior Relationship Banker at Truist, where she built strong client relationships and provided tailored financial solutions.

Carol earned bachelor’s degrees in Advertising and Marketing from Universidad del Meta in Villavicencio, Colombia, in 2016. She is bilingual in English and Spanish. She enjoys cooking, traveling, and spending time with her husband, Davis, in Roswell.

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