Carole FettermanMtshelby2025-11-01T12:07:43+00:00

Carole Fetterman

Client Service Coordinator

Focus

While Carole holds honors bachelor’s and master’s degrees in music, she has made herself known as an administrative professional for law firms and financial companies that need skills in customer service, editing, databases, organization, and training.

Before coming to Vertical Wealth Management, Carole worked 8 years with one of the fastest-growing RIAs in Florida, servicing, and coaching financial advisors on various financial software systems, and assisting the product development team in deploying several compliance systems.

Outside the Office

Carole lives in Florida with her husband and two children. She also runs a private vocal studio out of her home.

Clear Path. Confident Retirement.

It starts with a focused conversation about your retirement goals—and a plan to help you reach them with clarity and confidence.

Complimentary Assessment

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.

Opinions expressed herein are solely those of Vertical Investments, LLC dba Vertical Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Vertical Investments, LLC dba Vertical Wealth Management an Investment Advisor in the State of Louisiana, Texas, and Virginia. Insurance services are offered by Mark Shelby, sole proprietor. Being registered as an investment adviser does not imply a certain level of skill or training.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Louisiana, Texas, and Virginia or where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Links to Other Sites: The inclusion of any link is not an endorsement of any products or services by Vertical Investments, LLC dba Vertical Wealth Management. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Vertical Investments, LLC dba Vertical Wealth Management, nor any agency, officer, or employee of the Vertical Investments, LLC dba Vertical Wealth Management warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.