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Thomas Carroll
Thomas Carroll
Management Associate, SunTrust Commercial Banking Training Program | HB Wealth
Georgia, Atlanta, United States
Thomas Carroll
Summary
Thomas Carroll is an accomplished CEO and President of Homrich Berg Wealth Management, where he leads a fiduciary, fee-only investment management firm. With a strong background in wealth management and private banking, he has a proven track record of enhancing client services and expanding business operations nationally. His leadership experience spans over two decades at SunTrust, where he held various roles, including Managing Director and Head of Sports & Entertainment. Thomas's expertise encompasses strategic planning, team leadership, and client relationship management, particularly within the sports and entertainment sectors. He is a certified financial planner and has a degree in Business from Wake Forest University. Thomas is known for his innovative approach to client segmentation and operational strategies, which have significantly improved performance metrics in his previous roles. His blend of financial acumen and leadership skills make him a key figure in the wealth management industry.
Thomas Carroll
Work Experience
CEO & President at
HB Wealth
January 2024 - Present
Thomas Carroll
Education
College for Financial Planning, CFP®
The Westminster Schools
Wake Forest University, BS, Business
January 1992 - January 1996
Frequently Asked Questions about Thomas Carroll
What is Thomas Carroll email address?
Thomas Carroll's primary email address is *******@homrichberg.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Thomas Carroll work for?
Thomas Carroll is a Management Associate, SunTrust Commercial Banking Training Program at HB Wealth.
Where Thomas Carroll graduated from?
Thomas Carroll holds a degree in null from College for Financial Planning.
How can I directly contact Thomas Carroll?
To contact Thomas Carroll directly, you can use the email address *******@homrichberg.com. Complete contact information is available upon registration with Muraena.
Who is Thomas Carroll?
Thomas Carroll is an accomplished CEO and President of Homrich Berg Wealth Management, where he leads a fiduciary, fee-only investment management firm. With a strong background in wealth management and private banking, he has a proven track record of enhancing client services and expanding business operations nationally. His leadership experience spans over two decades at SunTrust, where he held various roles, including Managing Director and Head of Sports & Entertainment. Thomas's expertise encompasses strategic planning, team leadership, and client relationship management, particularly within the sports and entertainment sectors. He is a certified financial planner and has a degree in Business from Wake Forest University. Thomas is known for his innovative approach to client segmentation and operational strategies, which have significantly improved performance metrics in his previous roles. His blend of financial acumen and leadership skills make him a key figure in the wealth management industry.
Thomas`s contact details
*******@homrichberg.com
Colleagues
Vice President & Principal
VP, AG Edwards & Sons (initially acquired by Wachovia, then Wells Fargo) | Equity Research Analyst
Board Member
Tutor
Partner, Family Wealth Strategist
Analyst
Marketing Analyst
Chief Planning Officer
Accounting Associate (WMS Partners)
Audit Executive