Carolyn Bowles brings more than two decades of experience in corporate accounting and financial strategy to her role as Advisor on the Borglum Team at Moneta. Carolyn believes that truly serving clients begins with listening—understanding not only what is said, but how it’s said—so she can tailor her advice to what matters most to each individual and family. 

After a successful career with organizations such as Ernst & Young, Peabody Energy, Argent Capital Management, and Albright Wealth, Carolyn joined Moneta to make a more direct impact on the lives of her clients. She was drawn to Moneta’s mission and the opportunity to help families achieve their financial goals by sharing her expertise and building lasting relationships. 

Carolyn’s background includes designing and managing complex financial models, leading strategic planning initiatives, and implementing innovative solutions for both corporations and individuals. She holds a Bachelor of Science in Business and Accounting from the University of Kansas and has passed the Series 65 exam. 

Outside of work, Carolyn enjoys Michelin-starred and local restaurants, recreating favorite dishes at home, cheering on her boys at cross country and track meets, taking long walks around Webster Groves with her husband, and gardening in the spring.