Tami Carroll Email & Phone Number
Senior Director, Wealth Advisor @ Sequoia Financial Group
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Tami Carroll Location
- Englewood, CO, US
Tami Carroll Work
- Senior Director, Wealth Advisor @ (September 2026 - Present)
- Managing Director @ (January 2025 - October 2026)
- Advisor @ (August 2019 - October 2026)
- Private Wealth Advisor @ (January 2018 - August 2019)
- Wealth Strategist @ CoBiz Wealth (January 2012 - January 2018)
- Branch Controls Specialist @ (October 2011 - January 2012)
- Branch Licensing Coordinator @ (September 2006 - October 2011)
Tami Carroll Education
- Regis University
Master of Business Administration
2011-2013 - University of Denver - Daniels College of Business
Bachelor (Finance)
2004-2008 - Heritage High School
Tami Carroll Skills
- Asset Allocation
- Director level
- Estate Planning
- Financial Analysis
- Financial Services
- Investments
- Life, Accident & Health
- Management Professional
- Retirement Planning
- Securities
- Strategic Financial Planning
- Uniform Combined State Law
- Wealth
- Wealth Management
- Project Management
- Social Media
- Banking
- Accident And Health
- Life
Tami Carroll Summary
- Tami Carroll, based in Englewood, CO, US, is currently a Senior Director, Wealth Advisor at Sequoia Financial Group. Tami Carroll brings experience from previous roles at BSW Wealth Partners, a Public Benefit Corporation, Legacy Wealth Partners LLC and CoBiz Wealth. Tami Carroll holds a 2011 - 2013 Master of Business Administration @ Regis University. With a robust skill set that includes Asset Allocation, Director level, Estate Planning, Financial Analysis, Financial Services and more. Tami Carroll has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Tami Carroll?
Find contact details for 700 million professionals.
Others Named Tami Carroll
Tami Carroll
Senior Director, Wealth Advisor
Englewood, CO, US
Tami Carroll
Global Account Director - Intermediaries
Houston, TX, US
Top Sequoia Financial Group Employees
Norm Cook
Executive Vice President Corporate Development
Columbus, OH, US
Kelley Grace
Wealth Advisor, CPA, Senior Vice President
Norman, OK, US
Nick Zamparelli
Chief Investment Officer
Berwyn, PA, US
Jason Kley
Vice President, Wealth Advisor
Minneapolis, MN, US
Chris Creahan
Senior Vice President
Akron, OH, US
Dave Marcus
Vice President, Security and Infrastructure
Cleveland, OH, US
Thomas Haught
Founder | Chairman | CEO
Cleveland, OH, US
Gregory Robb
Senior Vice President, Financial Advisor
Akron, OH, US
Trevor Chuna
Chief Technology Officer
Akron, OH, US
Matthew Pullar
SVP-Partner
Cleveland, OH, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co