• Hometown

    Atlanta

  • Colleges

    Wake Forest University

  • Certifications

    CFP®

  • Neighborhood

    Buckhead

  • Office Location

    Buckhead

Thomas Carroll, CFP®

Principal & President

Thomas Carroll is President at Homrich Berg, serving as a key member of the executive management team for the firm and 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’s core values and the unwavering focus on delivering high touch, fiduciary fee-only client service to HB clients on all of the important financial issues they face in their lives.

Prior to joining HB, Thomas was most recently the head of Division Wealth Management for SunTrust Bank.  In that role he managed all of the core private wealth management sales and client service activities on a national basis across 9 SunTrust divisions.  Prior to this role, Thomas was the Chief Executive Officer of GenSpring Family Offices, SunTrust’s multi-family office subsidiary, which provides independent advice to ultra-high net worth families.  Before joining GenSpring, Thomas served as the Head of the Sports & Entertainment Specialty Group for SunTrust.  In that capacity, Thomas managed a group of advisors who provided private wealth management services to sports and entertainment professionals.  Prior to managing the Sports & Entertainment Specialty Group, Thomas was the wealth services manager for the Atlanta region.  Thomas has spent his entire career in the wealth management industry and was an advisor managing high net worth client relationships before transitioning into his leadership roles.

A native of Atlanta, Thomas holds a Bachelor of Science degree in Business from Wake Forest University, and is a Certified Financial Planner™ certificant.  He is active in the community, currently serving as the Lay Leader for Peachtree Road United Methodist Church and as a member of the Board of Visitors for Emory University.  He previously served as the Chairman of the Board for the Atlanta Sports Council and as a board member for the Metro Atlanta Chamber of Commerce, the Atlanta Police Foundation, Young Harris College, the Atlanta Botanical Gardens and the Atlanta Children’s Shelter.

Thomas is married to Susan and they have 3 children, Eleanor (19), Hayes (17) and Ben (14).