“I love working with people on some of the most important aspects of their lives and do it with a client-oriented process rooted in honesty, integrity, and professionalism”
Bob Carroll is the Managing Director in the firm’s Cincinnati office. He actively listens and discovers what issues are most important to his client. Bob focuses on the unique financial planning and wealth management needs of his clients and their families. As a Certified Divorce Financial Analyst™, Bob has developed a specialty in helping clients before, during, and after divorce.
After beginning his career as a Certified Public Accountant at the Cincinnati office of Ernst & Young, he was an executive officer of Fifth Third Bank in the areas of audit, credit risk, mergers/acquisitions, and enterprise risk management. With his professional experience, Bob brings a depth of understanding to a wide range of financial topics for both individuals and businesses.
Bob serves on the board of the Osher Life-Long Learning Institute at the University of Cincinnati and the finance committee of GLAD House. He is a member of the National Association of Personal Financial Advisors (NAPFA). In addition to his professional licenses, Bob holds a Bachelor of Business Administration in Accounting from the University of Notre Dame and a Master of Business Administration from Xavier University.
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