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Carroll Davis

Director of Client Services

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“I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”

I’m upbeat and organized, qualities that help put clients at ease as I support their onboarding and ongoing needs. In my role handling client services, I focus on building lasting connections and creating a positive, responsive experience. 

I’ve been in the financial industry for over a decade. Before joining Counterweight, I was a client associate at RBC Wealth Management where I earned the Award of Excellence in 2020. Earlier in my career, I worked as a guest services assistant/administrative assistant at Hobbs Realty and as a financial services associate at First South Bank. 

I hold a BS in family and community services with a minor in speech and hearing from East Carolina University.

Formerly from Reidsville, NC, I now live in Wilmington, NC, where I feel lucky to be close to the beach.

I enjoy traveling, working out, and being with friends and family.

Personal Bio pic

 

Some Fun Facts About Me 

  • I hold the Reidsville High School record for being the only soccer player to ever play all 11 positions in one season
  • I know all the lyrics to “How Will I Know” by Whitney Houston (don’t get caught beside me when it comes on!)
  • I traveled to all the Mighty 5 national parks in Utah in one week in 2020
  • I’ve never met a chocolate chip cookie I don’t like
  • I have been a bridesmaid in 17 weddings
Career

I’m upbeat and organized, qualities that help put clients at ease as I support their onboarding and ongoing needs. In my role handling client services, I focus on building lasting connections and creating a positive, responsive experience. 

I’ve been in the financial industry for over a decade. Before joining Counterweight, I was a client associate at RBC Wealth Management where I earned the Award of Excellence in 2020. Earlier in my career, I worked as a guest services assistant/administrative assistant at Hobbs Realty and as a financial services associate at First South Bank. 

I hold a BS in family and community services with a minor in speech and hearing from East Carolina University.

Beyond Work

Formerly from Reidsville, NC, I now live in Wilmington, NC, where I feel lucky to be close to the beach.

I enjoy traveling, working out, and being with friends and family.

Personal Bio pic

 

Fun Facts

Some Fun Facts About Me 

  • I hold the Reidsville High School record for being the only soccer player to ever play all 11 positions in one season
  • I know all the lyrics to “How Will I Know” by Whitney Houston (don’t get caught beside me when it comes on!)
  • I traveled to all the Mighty 5 national parks in Utah in one week in 2020
  • I’ve never met a chocolate chip cookie I don’t like
  • I have been a bridesmaid in 17 weddings