Directory

>

Cfp Thomas Carroll

avatar

Cfp Thomas Carroll

CEO & President | Homrich Berg

Atlanta, Georgia, United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cfp Thomas Carroll

Work Experience

company logo

CEO & President at

Homrich Berg

January 2024 - Present

company logo

President at

Homrich Berg

January 2020 - January 2024

company logo

Executive Vice President and Head of Division Wealth Management at

Truist

August 2014 - October 2019

company logo

Chief Executive Officer at

Genspring

October 2012 - July 2014

company logo

Managing Director and Head of Sports & Entertainment at

Truist

January 2007 - December 2012

company logo

Group Vice President and Wealth Services Manager at

Truist

January 2005 - December 2006

company logo

Vice President, Private Client Advisor (PCA), Private Client Services at

Truist

January 2000 - December 2004

company logo

Assistant Vice President, Private Banker, Retail Line of Business at

Truist

January 1998 - December 2000

company logo

Banking Officer and Private Banking Associate at

Truist

February 1997 - December 1998

company logo

Management Associate, SunTrust Commercial Banking Training Program at

Truist

August 1996 - February 1997

Logos provided by Logo.dev

Cfp Thomas Carroll

Education

Wake Forest University, Bs

January 1992 - January 1996

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

mail

*******@homrichberg.com

**************@suntrust.com

Colleagues

Abbey Flaum

Principal, Family Wealth Strategist

avatar
Randy Schultz

Vice President Operations

avatar
Kyle Glenn

Principal and Chief Operating Officer

avatar
Stephanie Lang Cfa

Chief Investment Officer and Principal

avatar
Andy Berg

Chairman of the Board

avatar
Bill Bolen Cfa Cfp

Principal, HB Family Office

Don Moody

Chief Planning Officer

avatar
Jamie Hennessy

Principal & Chief Financial Officer

avatar
John Dolan Cissp

Vice President Of Technology

View Contact details (it's free)
Request Profile Removal