←Back to Team
Our People
Education
- Master of Accountancy, Tax Concentration, University of Tennessee
- Bachelor of Science, Accounting, University of Tennessee
Areas of Interest
- Defined Contribution Plans for small businesses, professional groups and non-profit organizations
- Private Wealth Management
- Economics
- Investor Behavior Consulting
Caroline Murphy Friedrich, CPA, CFP®
Financial Advisor
A Knoxville native, Caroline graduated from the University of Tennessee in 2008 and completed the Master of Accountancy Program (MAcc) with a tax concentration in 2009.
After graduation, she began her career in Big Four public accounting where she specialized in tax compliance and planning for high net-worth individuals, private businesses owners, and family offices.
In 2019, Caroline was promoted to Senior Tax Manager at Ernst & Young in Chicago where she worked in the Private Client Services (PCS) tax group.
After a decade in public accounting, Caroline decided to pursue a career in wealth management. She joined Nadler Financial Group in Deerfield, IL and provided independent investment advisory services to individual clients.
In Fall 2021, Caroline and her husband had the opportunity to relocate back to their hometown of Knoxville, TN. Caroline joined The Nalls Sherbakoff Group as a financial advisor. She hopes to build trusted relationships with clients by understanding their long-term goals and provide comprehensive financial planning services.
Beyond Work
Caroline is married and has two young daughters. She enjoys golfing, boating, and traveling.
Articles by Caroline
Diversification Matters: Assessing the Strength of Your Portfolio
By Caroline M....
What Are the Top 5 Financial Planning Challenges You Will Face in the First 10 Years of Retirement?
By Caroline M....
Tax Time – Tips to Consider to Cut Your Bill
Tax Time - Tips to...
10 Questions to Ask Your Financial Advisor
By Caroline M....
Social Security Claiming Strategies for Single, Divorced & Widowed Women
By Caroline M....
What Women Really Want in Retirement
By Caroline M....
Why I Became a Financial Advisor
By Caroline M....