Carl Larimore
- Role
- Director, Sr Wealth Advisor at Mercer Advisors
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Carl Larimore
Carl Larimore, a native of west Texas, graduated with honors from Angelo State University…
Experience
Director, Sr Wealth Advisor
Dec 2016 — Present
Mercer Advisors is a total wealth management RIA that provides comprehensive financial planning and investment management services. Dedicated to improving the lives of our clients both today and throughout retirement, we help them to develop a clear vision of their life goals. We then support their journey by providing comprehensive and coordinated wealth management advice that encompasses all areas of their financial life.
Education
Angelo State University
Bachelor, Business Administration; Finance
2007 — 2011
Auburn University
Master of Business Administration - MBA
Texas Tech University
Masters of Science, Personal Financial Planning
2011 — 2013
Skills
- Microsoft Office
- Tax Preparation
- Computer Hardware
- Microsoft Excel
- Computer Repair
- Retirement Planning
- Investments
- Estate Planning
- Wealth Management
- Time Management
- Investment Advisory
- Computer Maintenance
- Asset Allocation
- Financial Analysis
- Financial Planning
- Microsoft Word
- Strategic Financial Planning
- Tax
- Financial Planners
- Data Analysis
- Financial Advisory
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