![Paul Thomas Carroll](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Paul Thomas Carroll
Chief Investment Officer at
Pinnacle Family Advisors LLC
Profile
Mr. Paul T.
Carroll is Chief Investment Officer at Pinnacle Family Advisors LLC.
He joined the firm in November 2008.
Prior to joining Pinnacle Family Advisors in November 2008, Mr. Carroll previously worked with Sean McCurry in the Raymond James branch.
He began his financial services career with Wachovia Securities in February 2000.
He worked as a financial advisor with Wachovia until December 2005, when he then moved back to Springfield to work with Sean McCurry at Raymond James.
Paul also currently serves on the Springfield Police and Fire Fighters Pension Board and is the chairman of the board’s Audit Committee.
He graduated from Missouri State University in 1991 with a Bachelor of Science in Accounting.
Prior to entering the financial services industry,
Paul Thomas Carroll active positions
| Companies | Position | Start |
|---|---|---|
Pinnacle Family Advisors LLC
 Pinnacle Family Advisors LLC Investment ManagersFinance PFA uses disciplined, unemotional, investment processes to allocate investments among different asset classes and making changes within those asset classes. Some strategies will be more static, such as, “buy and hold” where they remain invested in similar asset classes over a long period of time. Other strategies will be, “momentum based” where the firm invests in trending asset classes based on their relative strength and the market environment. PFA designs the strategy that best fits the client’s investing and financial goals. | Chief Investment Officer | 01/11/2008 |
Former positions of Paul Thomas Carroll
| Companies | Position | End |
|---|---|---|
Raymond James Financial Services, Inc.
 Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/10/2008 |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 30/11/2005 |
Training of Paul Thomas Carroll
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
95
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Missouri State University
 Missouri State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Pinnacle Family Advisors LLC
Pinnacle Family Advisors LLC Investment ManagersFinance PFA uses disciplined, unemotional, investment processes to allocate investments among different asset classes and making changes within those asset classes. Some strategies will be more static, such as, “buy and hold” where they remain invested in similar asset classes over a long period of time. Other strategies will be, “momentum based” where the firm invests in trending asset classes based on their relative strength and the market environment. PFA designs the strategy that best fits the client’s investing and financial goals. | Finance |
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