Strong leadership is the foundation of a great firm, which is why we’re proud to celebrate that our CEO, Thomas Carroll, CFP®, is an Excellence Awardee finalist in the CEO of the Year category at this year’s InvestmentNews Awards. Congratulations, Thomas!
Check out the full list here: https://investmentnewsawards.com/winners-and-excellence-awardees/2025-winners-excellence-awardees/
