Carol Liddy

Bio

Carol Liddy serves as Investment Operations Manager with MDL Wealth Management. She has over 18 years’ experience within the financial services industry and holds Life, Health and Variable Annuities Insurance licenses.

Carol concentrates on providing exceptional service to clients and supporting Michael and Ted in growing the firm’s business. In her role as Investment Operations Manager, she runs back-office processing, including creating investment accounts, processing client requests, and researching and answering client inquiries. Having extensive experience both personally and professionally with long-term care, Carol creates proposals for long-term care solutions and assists Michael and Ted with the integration of these strategies into clients’ financial plans.

Carol attended Cornell University, where she received a Bachelor of Arts, then went on to establish a successful software consulting career—first in New Jersey and later in Florida. She and her husband Ray have three grown children and one granddaughter and reside in Pinellas County.