Carolyn Philpot is a financial advisor and a founding member of Beall Barclay Wealth Management, LLC. Her career in advising individuals and businesses in comprehensive financial planning spans almost three decades. Carolyn specializes in estate planning and business succession. Maximizing the income of retirees and assisting clients navigate the complex roadmap of retirement issues is her main focus. Her goal is to help clients retire with dignity by making sure the money they’ve accrued throughout years of hard work sets them up for a comfortable retirement. Carolyn understands that clients encounter numerous sources of information and have persistent worries, but she helps ease the concern of uncertainties with clear direction and strategies.
Carolyn graduated from the University of the Ozarks with a Bachelor of Science in Accounting, receiving magna cum laude honors. She holds the designations of CFP®, CLU®, and CASL and has passed the FINRA Series 7 and Series 63 exams. She currently serves on the FSI Advisory Council.
Carolyn has written many articles about women for a local online publication to encourage mentoring and networking among women in her area and has served as a contributing feature writer regarding financial planning topics.
Over the years, Carolyn has been very active in the local community, serving on various boards and volunteering her time. Carolyn has also participated in several mission trips to third world countries and spent many years in local and state jail and prison ministry.
Certified Financial Planner™
Chartered Life Underwriter®
Chartered Advisor for Senior Living®
FINRA Series 7
FINRA Series 63
University of the Ozarks, Bachelor of Science in Accounting, Magna Cum Laude