Janel Carroll

Loving Retirement!

Role
Wealth Advisor & Principal at Truepoint Wealth Counsel
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Janel Carroll

After thirty fulfilling years with Truepoint, I am happily retired from my role coordinating specialist teams to deliver a seamless client experience and help clients achieve their goals. Throughout my career, I was known for finding creative solutions to complex challenges, with particular expertise in navigating the financial issues surrounding divorce. I am deeply grateful for the relationships I built and the opportunity to contribute to clients’ long-term success.In this next chapter, I’m enjoying more time on the golf course in Florida, spending time at my “little house,” and scrapbooking—an outlet that blends my love of organization, creativity, and preserving memories. I’m also a proud parent of two young adult children and value every moment spent with them.

Experience

  1. Wealth Advisor & Principal

    Truepoint Wealth Counsel

    Jan 2018 — Present

Skills

  • Management
  • Strategic Financial Planning
  • Charitable Giving
  • Accounting

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Janel Carroll — Wealth Advisor & Principal at Truepoint Wealth Counsel in Cincinnati, OH, US | Unifers