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Carol J. Romney, CFP®, CFA

Carol J. Romney, CFP®, CFA

Financial Advisor,
Relationship Manager

  • Tempe, AZ
  • Awareness, inquisitiveness, and grit

Financial Advisors

Carol Romney is an 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 reading, hiking, cooking from scratch, and gathering with friends and family.


  • Master of Business Administration degree from Arizona State University

Industry Designations

  • Chartered Financial Analyst (CFA)
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