About Me
Carroll is a seasoned financial advisor with more than 35 years in the investment industry. Her experience includes marketing, rebranding, and operations at two Fortune 500 companies. She was employed by American Express Financial Advisors, now Ameriprise Financial, and Citicorp Investment Services before being recruited by Stofan Agazzi & Company Inc. (now Stofan Agazzi Investments.)
Carroll holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Active in the community, she is a member of the Joliet chamber of commerce, on the council for Working Women, a past board member of several local organizations, and the originator of the Tim Klotz Memorial Scholarship Fund, in memory of her late husband.
Throughout her career, Carroll has built strong relationships with her clients based on trust, integrity, and open communication.