Chloe Carroll
Client Service Associate
Department: Client Service
Chloe joined the Modern Wealth team in December 2025 as a client service associate for the firm’s Chapel Hill, North Carolina office. Some of her job duties include answering and redirecting phone calls, processing account paperwork, monitoring transactions within investment accounts, and analyzing asset performance to assist with reviews.
Chloe earned her Bachelor of Arts in mathematics and Bachelor of Science in computer science from the University of North Carolina at Chapel Hill in May 2025. During college, she worked at the IT help desk at Kenan-Flagler Business School. She also worked as a research technician in a pediatric infectious diseases lab at UNC.
Chloe’s favorite hobbies include baking, ballet, and watching movies.