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Home > Executive Committee Profiles |
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Executive Committee Profiles
 Caroline A. Banks, APFS, Chartered Financial Planner, Chartered Financial Planner, of London's West End, is the Million Dollar Round Table’s (MDRT) President and a 25-year MDRT member, with 20 Top of the Table honors. Banks aims to share the benefits of MDRT with advisors worldwide. Through her travels, she works to promote ethical financial practices, increased standards and industry improvements. Banks is an active volunteer for the MDRT Foundation, achieving Diamond Knight status, and was presented with a Quality of Life Award for her work in assisting the Progressive Supranuclear Palsy (PSP) association. She is Managing Director of Caroline Banks and Associates, one of the first firms in the U.K. to be recognized with the prestigious Chartered Financial Planning designation. She is also an affiliate of the Society of Trust and Estate Practitioners (STEP).
Banks is additionally active in the New Model Adviser movement in the U.K. and her firm was awarded inclusion in Citywire’s Top 100 Advisers in 2013 and 2014, which recognizes outstanding achievements in the U.K. financial advice community.
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