Carol Croy

CFP®

Financial Planning Analyst
Carter Advisory Services, Inc.

ccroy@carterwealth.com

Carol prepares annual reviews for Carter Advisory Services clients. She also assists with new cases and special projects as needed.

Prior to joining Carter, she worked as a financial planning analyst at VeraVest Investments and for several independent financial planners in the metroplex. Before switching to financial planning analysis, Carol was a human resource business analyst for a major corporation for more than twenty years.

Carol graduated with a B.Ed. in Mathematics and a M.S. in Accounting from the University of Wisconsin at Whitewater. She is very active in her church and enjoys traveling, theater and reading.