Meet Our Team
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Devin Carroll
Owner and Lead Advisor
Summary:
- Started career with Edward Jones in 2003
- Started his own firm in 2010
- Holds bachelor’s degree in finance
- Loves to cook with fire
- Goal: Provide clients with financial peace
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Alec Capel, EA
Financial Advisor
Summary:
- Started career in the banking/finance industry in 2013
- Holds a master’s degree in accounting
- Enjoys his garden and cooking
- Goal: Help clients confidently plan their retirement with the most unique retirement plan in the industry
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Alexander Davis, CFP®
Financial Advisor
Summary:
- Started career at Fidelity Investments
- Holds bachelor’s degree in finance
- Enjoys raising livestock and growing his own food
- Goal: Empowering clients to achieve a level of financial confidence that only comes from a deep understanding of their unique stories
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Dustin Moore
Client Service Associate
Summary:
- Started career in the banking/finance industry in 2014
- Amazing with computers
- Enjoys traveling from coast to coast in the United States
- Goal: Applying his technological expertise to uphold and advance Carroll Advisory Group's commitment to client service
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Karen Carroll
Operations Director
Summary:
- Worked as a Registered Nurse for 17 years
- Joined the firm in 2016
- Enjoys hiking in the Ozarks
- Goal: Make a meaningful difference in every client interaction
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Retirement planning, uncomplicated.