Tami Carroll's Location
Englewood, CO, US
Tami Carroll's Work
- Advisor @ BSW Wealth Partners, a Public Benefit Corporation
- Private Wealth Advisor @ Legacy Wealth Partners LLC
- Wealth Strategist @ CoBiz Wealth
- Branch Controls Specialist @ AXA Advisors, LLC
- Branch Licensing Coordinator @ AXA Advisors, LLC
Tami Carroll's Education
- University of Denver - Daniels College of Business
Bachelor (Finance)
2004 - 2008 - Regis University
Master of Business Administration
2011 - 2013 - Heritage High School
Tami Carroll's Skills
- Wealth Management
- Uniform Combined State Law
- Strategic Financial Planning
- Estate Planning
- Project Management
- Investments
- Social Media
- Banking
- Accident And Health
- Asset Allocation
Tami Carroll's Summary
Tami Carroll, based in Englewood, CO, US, is currently a Advisor at BSW Wealth Partners, a Public Benefit Corporation, bringing experience from previous roles at Legacy Wealth Partners LLC, CoBiz Wealth, AXA Advisors and AXA Advisors, LLC. Tami Carroll holds a 2004 - 2008 Bachelor in Finance @ University of Denver - Daniels College of Business. With a robust skill set that includes Wealth Management, Uniform Combined State Law, Strategic Financial Planning, Estate Planning, Project Management and more, Tami Carroll contributes valuable insights to the industry. Tami Carroll has 3 emails on RocketReach.
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