Carol Thomas is a Financial Advisor and holds a CRPC® designation. She began her career in the Financial Servicies industry in 1984.
Insisting on understanding the specific situation and goals of the clients she works with, Carol endeavors to establish deep and valued relationships. She works with individuals, senior-level executives, business owners, corporations and estates.
Carol, adheres to a disciplined process that delivers a consistent yet cutomized wealth management experience. Before any financial decisions are made she considers your whole life, taking the time to understand who you are and what matters most to you. Carol is able to help you establish objectives, develop an appropriate strategy and recommend strategies that draw on the breadth and depth of Total MerrillSM to connect all the pieces of your finacial life. Carol can conduct regular reviews with you to help you monitor your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or business.
Carol is a graduate of St. Michaels' College in Cholchester, Vermont and resides in Tampa, Florida. She has two daughters. Her oldest daughter is a Physician's Assistant in Orlando, FL and her youngest daughter is currently in her third year of Law School in Boston, MA.
Chatered Retirement Planning Counselor and CRPC® are registered service marks of the College of Financial Planning.