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Cfp Thomas Carroll
Cfp Thomas Carroll
CEO & President | Homrich Berg
Atlanta, Georgia, United States
Cfp Thomas Carroll
Summary
Thomas Carroll is a seasoned financial services professional currently serving as President at Homrich Berg, a firm known for its comprehensive wealth management strategies. With a focus on delivering exceptional client service and innovative financial solutions, he has established a reputation for excellence in the industry. Thomas's leadership experience at the C-level equips him with the skills to navigate complex financial landscapes and drive organizational success. His strategic vision and commitment to client outcomes have positioned him as a trusted advisor in the financial sector. While details on his educational background and prior roles are not provided, his current role suggests a deep understanding of market dynamics and financial planning. Thomas is likely to be engaged in ongoing professional development to stay ahead in the evolving financial services arena.
Cfp Thomas Carroll
Work Experience
CEO & President at
Homrich Berg
January 2024 - Present
President at
Homrich Berg
January 2020 - January 2024
Executive Vice President and Head of Division Wealth Management at
Truist
August 2014 - October 2019
Chief Executive Officer at
Genspring
October 2012 - July 2014
Managing Director and Head of Sports & Entertainment at
Truist
January 2007 - December 2012
Group Vice President and Wealth Services Manager at
Truist
January 2005 - December 2006
Vice President, Private Client Advisor (PCA), Private Client Services at
Truist
January 2000 - December 2004
Assistant Vice President, Private Banker, Retail Line of Business at
Truist
January 1998 - December 2000
Banking Officer and Private Banking Associate at
Truist
February 1997 - December 1998
Management Associate, SunTrust Commercial Banking Training Program at
Truist
August 1996 - February 1997
Cfp Thomas Carroll
Education
January 1992 - January 1996
College for Financial Planning, Cfp®
January 2001
Frequently Asked Questions about Cfp Thomas Carroll
What is Cfp Thomas Carroll email address?
Cfp 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 Cfp Thomas Carroll work for?
Cfp Thomas Carroll is a CEO & President at Homrich Berg, a company specializing in Functions related to depository banking.
Where Cfp Thomas Carroll graduated from?
Cfp Thomas Carroll holds a degree in Business from Wake Forest University.
How can I directly contact Cfp Thomas Carroll?
To contact Cfp Thomas Carroll directly, you can use the email address *******@homrichberg.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Thomas Carroll?
Thomas Carroll is a seasoned financial services professional currently serving as President at Homrich Berg, a firm known for its comprehensive wealth management strategies. With a focus on delivering exceptional client service and innovative financial solutions, he has established a reputation for excellence in the industry. Thomas's leadership experience at the C-level equips him with the skills to navigate complex financial landscapes and drive organizational success. His strategic vision and commitment to client outcomes have positioned him as a trusted advisor in the financial sector. While details on his educational background and prior roles are not provided, his current role suggests a deep understanding of market dynamics and financial planning. Thomas is likely to be engaged in ongoing professional development to stay ahead in the evolving financial services arena.
Cfp`s contact details
*******@homrichberg.com
**************@suntrust.com
Colleagues
Principal, Family Wealth Strategist
Vice President Operations
Principal and Chief Operating Officer
Chief Investment Officer and Principal
Chairman of the Board
CEO
Principal, HB Family Office
Chief Planning Officer
Principal & Chief Financial Officer
Vice President Of Technology