Advisor
CurrentBSW Wealth Partners is a private, independent multi-family office and wealth advisory firm managing ~$1.5 billion.
Aug 2019 - Present
AeroLeads people directory · profile
Tami Carroll, Cfp®, Cdfa®, Ricp® Email & Phone Number
Advisor at BSW Wealth Partners, a Public Benefit Corporation
at
BSW Wealth Partners, a Public Benefit Corporation
2 work emails found
@bsw.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Advisor at BSW Wealth Partners, a Public Benefit Corporation
Location
Englewood, Colorado, United States
Who is Tami Carroll, Cfp®, Cdfa®, Ricp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tami Carroll, Cfp®, Cdfa®, Ricp® is listed as Advisor at BSW Wealth Partners, a Public Benefit Corporation at BSW Wealth Partners, a Public Benefit Corporation, based in Englewood, Colorado, United States. AeroLeads shows a work email signal at bsw.com and a matched LinkedIn profile for Tami Carroll, Cfp®, Cdfa®, Ricp®.
Tami Carroll, Cfp®, Cdfa®, Ricp® previously worked as Advisor at Bsw Wealth Partners, A Public Benefit Corporation and Private Wealth Advisor at Legacy Wealth Partners Llc. Tami Carroll, Cfp®, Cdfa®, Ricp® holds Bachelor, Finance from University Of Denver - Daniels College Of Business.
Company email context
Email format at BSW Wealth Partners, a Public Benefit Corporation
This section adds company-level context without repeating Tami Carroll, Cfp®, Cdfa®, Ricp®'s masked contact details.
*@bsw.com
71% confidence
AeroLeads found 2 current-domain work email signals for Tami Carroll, Cfp®, Cdfa®, Ricp®. Compare company email patterns before reaching out.
Profile bio
About Tami Carroll, Cfp®, Cdfa®, Ricp®
Tami Carroll is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst®, and Retirement Income Certified Professional®.
Listed skills include Wealth Management, Retirement Planning, Financial Services, Strategic Financial Planning, and 7 others.
Current workplace
Tami Carroll, Cfp®, Cdfa®, Ricp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Bsw Wealth Partners, A Public Benefit Corporation
AeroLeads page
5 roles
Tami Carroll, Cfp®, Cdfa®, Ricp® work experience
A career timeline built from the work history available for this profile.
Private Wealth Advisor
Current
Jan 2018 - Present
Wealth Strategist
Cobiz Wealth
Jan 2012 - Jan 2018
Branch Controls Specialist
Oct 2011 - Jan 2012
Branch Licensing Coordinator
Sep 2006 - Oct 2011
3 education records
Tami Carroll, Cfp®, Cdfa®, Ricp® education
Bachelor, Finance
University Of Denver - Daniels College Of Business
Master Of Business Administration
Regis University
Education record
Heritage High School
FAQ
Frequently asked questions about Tami Carroll, Cfp®, Cdfa®, Ricp®
Quick answers generated from the profile data available on this page.
What company does Tami Carroll, Cfp®, Cdfa®, Ricp® work for?
Tami Carroll, Cfp®, Cdfa®, Ricp® works for BSW Wealth Partners, a Public Benefit Corporation.
What is Tami Carroll, Cfp®, Cdfa®, Ricp®'s role at BSW Wealth Partners, a Public Benefit Corporation?
Tami Carroll, Cfp®, Cdfa®, Ricp® is listed as Advisor at BSW Wealth Partners, a Public Benefit Corporation at BSW Wealth Partners, a Public Benefit Corporation.
What is Tami Carroll, Cfp®, Cdfa®, Ricp®'s email address?
AeroLeads has found 2 work email signals at @bsw.com for Tami Carroll, Cfp®, Cdfa®, Ricp® at BSW Wealth Partners, a Public Benefit Corporation.
Where is Tami Carroll, Cfp®, Cdfa®, Ricp® based?
Tami Carroll, Cfp®, Cdfa®, Ricp® is based in Englewood, Colorado, United States while working with BSW Wealth Partners, a Public Benefit Corporation.
What companies has Tami Carroll, Cfp®, Cdfa®, Ricp® worked for?
Tami Carroll, Cfp®, Cdfa®, Ricp® has worked for Bsw Wealth Partners, A Public Benefit Corporation, Legacy Wealth Partners Llc, Cobiz Wealth, and Axa Advisors.
How can I contact Tami Carroll, Cfp®, Cdfa®, Ricp®?
You can use AeroLeads to view verified contact signals for Tami Carroll, Cfp®, Cdfa®, Ricp® at BSW Wealth Partners, a Public Benefit Corporation, including work email, phone, and LinkedIn data when available.
What schools did Tami Carroll, Cfp®, Cdfa®, Ricp® attend?
Tami Carroll, Cfp®, Cdfa®, Ricp® holds Bachelor, Finance from University Of Denver - Daniels College Of Business.
What skills is Tami Carroll, Cfp®, Cdfa®, Ricp® known for?
Tami Carroll, Cfp®, Cdfa®, Ricp® is listed with skills including Wealth Management, Retirement Planning, Financial Services, Strategic Financial Planning, Uniform Combined State Law, Wealth, Investments, and Financial Analysis.
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