Ms. Lavelle has worked in the employee benefits field for more than 18 years. Her benefits background started in human resources, where she worked with corporate benefit programs and 401(k) plan administration. She gained further expertise while working at McDonald Investments in the Retirement Services department, focusing on the sales process. In addition, she spent several years in account management working with corporate clients and their defined contribution and/or their defined benefit plans.
At McDonald Partners, Carol is responsible for overseeing the retirement plan business for the company. She works with advisors in the areas of consulting, sales, and servicing of clients’ retirement plan needs. She is also responsible for managing the firm’s processes to maintain compliance with regulatory issues.
Carol is a graduate of Cleveland State University with a Bachelor of Business Administration degree in Management & Labor Relations/Human Resources.
She regularly attends conferences and seminars to maintain an in-depth knowledge of the regulations and trends in the retirement plan industry. She holds an Ohio Life and Health Insurance license and a Series 7 license.
Carol grew up in the Cleveland area and currently resides in Lakewood with her husband, Dan, and their three children.