Topline | Carol J Burton, Cfp(tm)

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Carol J Burton, Cfp(tm)

Private Wealth Advisor at Round Rock Advisors LLC

Intro Book

Experienced financial planner and wealth manager with 31 years of expertise.

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Location

Wilton Center, Connecticut, United St...

Skills

Retirement Planning
Asset Allocation
Portfolio Management
Strategic Financial Planning
Wealth Management
Accounting
Asset Management
Finance
Financial Analysis
Financial Modeling
Financial Planning
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Carol has 31 years of experience in the financial industry, which is impressive. She has held senior roles at well-established companies like Merrill Lynch and Paramount Financial Services. Her education from a reputable university like UC Berkeley adds to her credibility. Skills like financial planning, wealth management, and accounting are in demand. Location is Wilton Center, CT, which is a affluent area. Considering her experience, education, and skills, I estimate her hourly rate to be around $250, which is slightly lower than the average rate for a financial planner with similar experience. However, this is still a competitive rate, and she can likely command higher rates due to her senior roles and expertise.

Bio

Generated by

Topline AI

Carol J Burton is a seasoned financial professional with 31 years of experience in wealth management, financial planning, and accounting. She has held senior roles at Merrill Lynch, Paramount Financial Services, and founded Wake Robin Financial Advisors. Carol holds a Bachelor of Science degree in Finance and Economics from the University of California, Berkeley - Walter A. Haas School of Business.

Experience

Round Rock Advisors LLC
- Wilton, Connecticut, United States
- Private Wealth Advisor
  - Nov 2021 - Present
  - Wilton, Connecticut, United States
Wake Robin Financial Advisors
- Founder and Principal of Wake Robin Financial Advisors
  - 1990 - Nov 2021
Merrill Lynch
- Financial Consultant
  - 1984 - 1990
Paramount Financial Services
- Accountant - Income Tax Return Preparation
  - 1982 - 1983

Education

1979 - 1981

University of California, Berkeley - Walter A. Haas School of Business

1979 - 1981

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Carol J Burton, Cfp(tm)

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate