Carol Bieber

Oficial de Cumplimiento en

Professional Advisory Services, Inc.

Finance

Consumer Services

Perfil

Ms. Carol L.
Bieber is a Managing Partner & Vice President at Professional Advisory Services, Inc. As a corporate officer, her responsibilities include Secretary, Treasurer, HR, and Chief Compliance Officer.
She is also a Portfolio Manager and enjoys working with a diverse client base including attorneys, CPAs, physicians, and retirees.
She graduated from the University of Florida with a Bachelor’s degree in 1982.

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Professional Advisory Services, Inc. Professional Advisory Services, Inc. Investment ManagersFinance PASI primarily invests client dollars in two asset classes – high quality stocks and investment grade corporate and (where appropriate) tax-free municipal bonds. The allocation of dollars to each asset class is tailored to the individual client’s risk tolerance and financial situation. The mix is modified only when dictated by a change in client circumstances or major economic shift. The firm performs fundamental analysis to identify companies suitable for client portfolios using top-down and bottom-up analysis.	Oficial de Cumplimiento	01/01/1998

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Professional Advisory Services, Inc. Professional Advisory Services, Inc. Investment ManagersFinance PASI primarily invests client dollars in two asset classes – high quality stocks and investment grade corporate and (where appropriate) tax-free municipal bonds. The allocation of dollars to each asset class is tailored to the individual client’s risk tolerance and financial situation. The mix is modified only when dictated by a change in client circumstances or major economic shift. The firm performs fundamental analysis to identify companies suitable for client portfolios using top-down and bottom-up analysis.	Finance
University of Florida University of Florida Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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