Larry Carroll Team
The focus of our team is to provide the very best financial guidance and service for our clients. We have over 80 years of combined experience working in financial services, and our team approach provides our clients with many added benefits. Working together, we are able to offer our clients a higher level of financial advice, service, and communication, than they could receive from any one financial advisor.
Larry and Kris make all investment decisions in their clients’ accounts, and each of them is available to discuss any financial issue. With nearly 50 years of experience, and a complete focus on client concerns, they’ve dealt with a huge range of financial challenges. Each of them brings specific experience and knowledge to create a synergy in their collaboration. Working in an office with 15 other CFP professionals means that they can put together a solution with the best ideas from a broad range of skills.
Sandy and Sarah have been working together with our clients for more than 14 years. While each client is assigned to either Sandy or Sarah as their primary account manager, either will happily assist any of our clients with administrative issues as they invariably arise. Sandy and Sarah take care of many details to ensure that nothing slips through the cracks. They also form lasting relationships with our clients. Often when our clients come in for a review with Larry and Kris, they will visit for a moment with Sandy or Sarah. Behind the scenes, Marianne coordinates a myriad of information and plans for client support.
Our team enjoys a special camaraderie; we work together with energy, enthusiasm, and genuine care for our clients. We enjoy working together, and with our clients, to produce great results.
For individual information about each team member, please click on the names above.