Bio

Bio

Caroline, our gracious director of first impressions, supports our entire team administratively. She helps our professionals focus on value added services. Caroline oversees the firm’s tax season processes, and is the first step in our tax return preparation services ensuring client service needs and filing requirements are met. She is our resident specialist for any questions related to Medicare parts A, B, D and F supplements as well as Medicare Advantage programs and private long-term care insurance.
 
Caroline and her husband enjoy gardening and traveling together and spending fun time with their family which includes two grown daughters, a son-in-law and two young granddaughters

Background

Background

Caroline Ross is our Director of First Impressions, administrative coordinator, and works with our clients helping them understand the complexities of Medicare insurance programs.
 
Caroline has a unique and in depth understanding of Medicare rules and procedures, the in and outs of coverage, what is covered and what is not covered, She assists clients by providing a clear understanding of the advantages and disadvantage of various Medicare coverage including Medicare Advantage, Medicare Supplements, Medicare Drug programs and can even explain the donut hole with Medicare Part D. She is also very knowledgeable about long-term care insurance and the best ways to provide for protection for any age group against the risk of a need for care generally not covered by health insurance.
 
For many years Caroline worked as an underwriter, a sales agent and as a training consultant for insurance companies, both developing and implementing training programs. She also worked with a bank helping them implement a statewide cafeteria program. Caroline also worked for many years in several marketing positions in various industries including a position as a territory manager for a major multinational fiber manufacturer.  
 
Earlier in her career Caroline was a member of The Junior League of Jacksonville, serving for many years as a community volunteer and then as a board member, and Executive Board Member, Assistant Treasurer and Treasurer.  Other community activities include PTA activities and volunteer positions in her church. She is currently active as an Alter Guild member, co-chair of the Comfort Bag Ministry and a member of the Knit Wits and a book club.
 
Caroline graduated from FSU with majors in both Economics and English. She began her career as an underwriter at Prudential, working in the Large Group Division as an underwriter, and ultimately became a Training Consultant for both Underwriters and Sales Representatives, developing a formal training program that was adopted in other regions. While at Prudential she earned her designation as a FLMI.
 
In college, she worked for the Tallahassee Democrat, as well as being an administrative assistant in the Business Department. She is a lifetime member of Phi Mu Fraternity and held the positions of Panhellanic Representative and Vice President.

Accreditations, Affiliations & Education

Accreditations

Credentials
Fellow, Life Management Institute (FLMI)
FL2-15 Health, Life and Variable Contract License
 
Affiliations
Grace Anglican Church, Fleming Island
Past Treasurer and Executive Board - Junior League of Jacksonville
Daylily Circle - Garden Club of Jacksonville
Phi Mu Sorority
 
Education
Bachelor of Art, English and Economics - Florida State University
 

Contact Caroline

Contact Caroline


Please fill out the form below. Caroline will make every effort to contact you within 24 hours of receiving your request.
Caroline appreciates the opportunity to serve you. Think of us as part of your team,.we do.