Keystone Financial Partners - ABOUT US

Karen Brock was born and raised in Cary and currently lives in Raleigh with her husband, Rob. They have a golden lab/German shepherd mix dog named Shelby.

Karen spends her free time with her husband, Rob. They enjoy visiting new places and looking for local art. One of their favorite trips (so far) was to the Amish Country near Lancaster, Pennsylvania. They particularly enjoyed the hand made furniture, quilts, foods, and friendly people. They usually visit Seagrove, North Carolina, several times a year to hunt for pottery and tiles. They also love to visit places where Shelby can join them.

Karen enjoys watching movies, reading a good book, and listening to music. Her all time favorite movie is Back to the Future. She enjoys reading books to stay current on financial issues, as well as 'fun' books with a little intrigue or mystery involved. Her favorite music includes big band jazz, standards, and 80s music, with her favorite artist being Harry Connick, Jr.

As an alumnus of the Cary High School Marching Band, Karen has volunteered for their annual Cary Band Day event for many years.

As the Client Relationship Manager of Keystone Financial Partners, Karen's main focus is working with our clients.She is here to answer their questions and keep in contact with them. She also plans client events, maintains our website, researches products and assists Jim in preparing for client meetings.

Karen has more than 9 years of experience in the financial services industry. Prior to joining Keystone Financial Partners, she worked for a retirement administration and advisory firm.

Karen received her Bachelor of Science degree in Business Management from North Carolina State University with a concentration in finance and a minor in accounting. She has continued her education by earning her Financial Industry Regulatory Authority (FINRA) Series 7 and 66 registrations.She recently passed the Certified Financial Planner^™exam, allowing her to use the initials CFP^® behind her name.

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CFP^®, CERTIFIED FINANCIAL PLANNER™ andare certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.