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Carole E. Bolduc, AIF®

Position: (Financial Advisor)

Financial Advisor Carole Bolduc is a lifelong resident of Western MA and attended Minnechaug Regional High School in Wilbraham. Upon graduation, at a young age Carole moved into the banking industry, a natural fit, and joined Bank of New England West. Carole’s talent quickly became evident and in her work as a Business Development Representative, where Carole learned from her boss and mentor at the bank that “if you work hard, you can have it all, family, work and life balance.” Carole values the wisdom of her mentor to this day, having successfully carried out this meaningful concept throughout her career.

Entertaining company with her girls while watching their favorite team.

Carole next witnessed the closing of Bank of New England West and the bank’s transition to Fleet. She experienced first-hand the sheer panic each customer went through during the bank’s closing; her ability to relate to their fears allowed her to ease anxiety and maintain customer satisfaction. Carole became the Assistant Branch Manager at Fleet where she served the Wilbraham market for 10 years, energizing her staff, serving her customers, and managing a remarkably successful branch. Carole was recruited by The Bank of Western Massachusetts in 1997 and became Assistance Vice President, Branch Manager. She received extensive training in small business lending as a commercial lender, and sharpened her skills in engaging banking relationships at both the individual and commercial level. When the bank became People’s United Bank in 2010, Carole took on a new role as Assistant Vice President, Financial Services Manager. Carole took part in a New England Life Insurance pilot program and was the first person to become licensed in MA with her FINRA Series 6. With her FINRA, Series 7 & 66 registrations provided through Commonwealth Financial Network, Carole passionately serves her clients with the depth and range of her comprehensive experience.

Carole and Jerry at Caesars Palace in Las Vegas.

Carole proudly served her banking community for 27 years, discovering a deep passion for ensuring client satisfaction, developing meaningful relationships and providing a full spectrum of banking solutions to small and mid-size business owners that helped guide them toward security and success in their finances. Through all of her experience Carole realized the growth opportunity she could provide her clients by also offering security and investment solutions. In 2014, Carole switched gears and joined the experienced team at PV Financial Group. With her Series 7 & 66 registrations (through Commonwealth Financial Network), Carole’s most recent credential, attaining an AIF designation, Accredited Investment Fiduciary, one of the most sought-after designations within the financial advisory role. Carole passionately serves her Clients with the depth and range of her comprehensive experience.

When not in the office, you’ll likely find Carole surrounded by family and friends. Carole tributes her work ethic to her lifelong mentor, her father, and her fearless pursuit of personal and professional growth to her husband’s unwavering support. Carole’s husband, Jerry, is a US Marine Corp Veteran, retired US Postal Service employee and current business owner of Bolduc Construction Inc. and Pro Aqua Wash Inc. Carole, Jerry and their son JR currently reside in Ludlow in one of Jerry’s custom-built beauties. You may often catch Carole at the store stocking up on supplies to feed and entertain her constant rotation of guests for New England Patriots games. While hosting, don’t be alarmed to find Sweet Pea and Tinkerbell in her arms. Sweet Pea is one of Carole’s three pups, including Gucci and their newest addition Tinkerbell. Although she is the youngest of the three, Tinkerbell runs the show while weighing in at only 3.5 pounds.

A proud write up from Carole and Jerry showing their son’s accomplishments during his years at Ludlow High.

When not working or entertaining, Carole spends her free time with her son JR, who graduated from Ludlow High School. Carole saw JR exhibit entrepreneurial ambitions at the age of 12, and now at the age of 19 he is the owner and operator of his own business, JRB Performance & Customs LLC, located in Three Rivers. As a skilled gearhead, JR has gotten several offers to work as a mechanic in professional motocross racing and in NASCAR. Carole couldn’t be prouder of her son’s hard work and fierce dedication. In the community, Carole loves supporting the Belchertown Challenger League, a group of inspiring athletes with disabilities who bond over baseball at “Little Fenway”.