Thomas Carroll

CEO and President at HB Wealth

Speaker

Thomas Carroll is CEO at HB Wealth. Thomas added the role of CEO after a well-planned leadership transition where he served as President for four years. In his role as President, he served as a key member of executive management, leading a number of growth and client service initiatives. Thomas has an extensive background in wealth management both as an advisor to clients and as a leader of client service organizations. He believes in HB Wealth’s core values and the unwavering focus on delivering high-touch, fiduciary fee-only client service to HB Wealth clients on all the important financial issues they face in their lives.