Carol Croy

CFP® Certificant

Financial Planning Analyst
Carter Advisory Services, Inc.

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.