Please note, this is an in-person only session. Proof of vaccination and masks are required to attend.
Carolyn Lewis is a Financial Advisor at Morgan Stanley in Center City . She has a natural talent for working with entrepreneurs and great commitment for helping them establish and grow their businesses. Carolyn offers financial advice to small business owners at all stages of their business- from the founding through to the exit. If you are interested in booking a 1:1 mentorship appointment with Carolyn, please email firstname.lastname@example.org with your preferred time slot.
If any of the following questions resonate with you, consider booking an appointment today!
- Help! I need general advice regarding the funding and management of my business but don’t know where to start.
- Are there any Financial and Insurance Needs that are Unique to Business Owners During the Formation Phase of the Business?
- What Lending Opportunities should I Consider During the Mid and Late Stages of the Business Lifecycle?
- What Considerations are there in a Public rather than a Private Sale?