Tom Carroll, CFP®, CPWA® has extensive experience in the financial services industry, currently serving as Director, Certified Financial Planner, Senior Investment Consultant, and Senior Vice President and Branch Manager at Robert W. Baird & Co. since April 2008. In this role, Tom collaborates with CPAs, attorneys, and other professionals to create tailored wealth, estate, and financial planning solutions for individuals and families. Prior to this, Tom held leadership positions as Vice President and Branch Manager at Smith Barney and served as a Financial Advisor at EF Hutton. Tom also contributed as a Sponsor for United Way Women in Leadership from 1985 to 2016. Educational qualifications include a Bachelor of Arts in English from St. Norbert College and graduate studies in Strategy and Military Science at the US Army Command & General Staff College.
This person is not in any teams
This person is not in any offices