Caroline Leggett

Director of Project Management & Advisor Services

Caroline Leggett joined WealthShield, LLC in 2017 as part of its original launch team. As Director of Marketing, Caroline was responsible for creating and maintaining all of the firm’s internal marketing deliverables in addition to supporting the brand formation and content development for WealthShield’s clients. She also directly supported the company co-founder in all schedule coordination, event planning and client engagement to ensure the effective delivery of high quality service to the advisors WealthShield supports. Now as Director of Project Management & Advisor Services, Caroline oversees all steps of the advisor onboarding and integration process. In this dual project management and transition support role, Caroline works hand-in-hand with new advisors moving into the WealthShield model, as well as the platform team, vendors, custodians and partners. Once fully onboarded, Caroline then supports advisors’ growth and evolution on the platform, maximizing their knowledge, use and overall success.

Prior to joining WealthShield, Caroline worked for Insight Global, an award-winning staffing company, and at both the North Carolina Legislature and London-based nonprofit Standing Together Against Domestic Violence. Caroline is a graduate of the University of North Carolina at Chapel Hill, with a BA in international studies, political science, and anthropology. She is an avid indoor cyclist and teaches spin classes in her free time .

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(973) 307-3236

WealthShield Partners is a SEC registered investment adviser and an affiliate of WealthShield, LLC. WealthShield provides outsourced chief investment officer (OCIO) services to our firm, including but not limited to: portfolio construction, platform implementation, investment research, manager due diligence, model maintenance, and tax management.

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Advisory services offered through WealthShield Partners, an investment adviser registered with the SEC, DBA Orbis Wealth. Registration does not imply a certain level of skill or training. More information about WealthShield Partners including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request. WealthShield Partners does not provide accounting, tax or legal advice.
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