Client Service Advisor

Caroline Dupont

Advisor Headshot

Helping Clients Navigate All Complexities of Life

At an early age, I got to witness the great impact my mom had on her clients' lives as an estate planner in Kansas City. That grew into a love of taking care of others and making their lives better in whatever capacity I can.

What inspired you to join Bernstein?

I began my career at a multi-family office in Chicago. I loved the culture of integrity, dedication to clients, and the “yes, we can help with that” attitude. However, my passion for playing volleyball led me to leaving the firm and trying out for a professional team in Balatonfüred, Hungary. After a successful season—finishing first in our league—the pandemic hit, and I moved back to the US in search of my new career home. As a Certified Financial Planner® and a fiduciary, I wanted to join a firm with integrity and hard work at its core. To me, being a fiduciary means going beyond investment management. I wanted to take a holistic, more innovative approach to creating solutions for clients by focusing on insurance planning, estate planning, tax planning, philanthropy, family engagement—you name it. I discovered that Bernstein embodied all of the values I was looking for and had the resources of a global firm to back it up.

Which book had the most profound impact on you and why?

I recently read It Ends with Us, by Colleen Hoover. On top of delivering a powerful message about abuse and relationships, what really stood out to me is that life is complicated and messy. We have no way of knowing what challenges we may face, but we will always have the power to make the most of our circumstances in working toward a better future. Most importantly, we don’t have to do it alone. As an advisor, I am side by side with my clients as they navigate the complexities of life. I use my knowledge and network of expert friends and professionals to help them control what they can control and prepare for the unexpected.

What passions do you pursue outside of work?

Outside of the office, you can find me spending time with friends and family. I love playing volleyball on Mission Beach, wine tasting in Temecula, going to see live music performances at Belly Up or Rady Shell, traveling to new destinations, scuba diving in Mexico, skiing in Colorado, painting in my living room, or playing fetch at the dog park with my husky puppy, Rafi.