Linde Carroll, CFP
Financial Planner, CFP/Shareholder
Linde listens. She’s passionate about learning the unique stories of her clients and mapping out the best plan to achieve their dreams. For Linde, the fun’s in the challenge of putting together the pieces of the puzzle. She got her start in the investing world after beginning her tenure at Momentous Wealth Management in Client Services. When the opportunity came to take her career to the next level, she jumped on it.
Linde believes Momentous Wealth Management is different because of the firm’s personalized and collaborative approach. “We understand that everyone’s circumstances are unique and we strive to meet clients where they are in their journey to create a plan that makes sense for their needs and goals. We engage on a regular basis with clients and try to provide multiple opportunities to collaborate, educate and empower people regarding their finances.”
Education
B.A. in Business Administration; German Minor, University of Montana
Certified Financial Planner, CFP®
WA/OR Insurance License
Series 7 & 66 Securities Licenses
Linde’s Momentous Advice
Always look for ways to learn and be better at what you do. Be a lifelong learner.
Background
Check Linde’s background on Investment Advisor Public Disclosure.
Community Involvement
Uptown Village Association
WEO – Women Entrepreneurs Organization
Treasurer Lakeshore Community Church
Outside the office, you’ll find Linde…
Spending time with family and friends, traveling, spending time outdoors, supporting the local business community.
The Thing(s) You Need to Know About Linde Is…
I’m always trying to learn and grow so I can be better at what I do to serve our clients.
