Carol J. Romney, CFP®, CFA

Financial Advisor,
Relationship Manager

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Biography
Education & Other Highlights
Location(s)

Carol Romney is a nonprofit and institutional retirement plan advisor based in Phoenix, AZ.

Carol joined CAPTRUST in 2022 and provides investment advisory services to endowments, foundations, and corporate retirement plans. Prior to joining CAPTRUST, Carol held various finance and investment roles for a global wealth management firm and other investment-oriented firms. In addition to advisory work, she enjoys teaching part-time in the undergraduate finance and financial planning programs at Arizona State University.

Carol holds a bachelor’s degree and a Master of Business Administration degree from Arizona State University, in addition to the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA). When she’s not working, she enjoys golf, reading, hiking, cooking from scratch, and gathering with friends and family.

Education

  • Master of Business Administration degree from Arizona State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Analyst

Resources

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