ABOUT Carol Ronnell Elizabeth

Carol brings over three decades of dedication and financial stewardship to her role at Avantax Investment Services. Since joining the firm in 2015, she has guided clients through tax-sensitive investments with precision and a steady, personalized approach. Her depth of experience is rooted in early tenures across firms like KMS Financial Services and PIM Financial, equipping her with a seasoned perspective on portfolio structuring that clients trust.

Beyond her advisory role, Carol is also the owner of a tax preparation business; Elizabeth Financial & Tax Services, indicating her holistic grasp of both investments and taxes. In her free time, she enjoys mentoring aspiring women in finance and regularly hosts local workshops on tax planning basics, reflecting her belief that financial empowerment starts with education.

Qualifications

• Dually registered as a Broker
• Industry/Product Exams Passed: 3
• State Securities Law Exams Passed: 1

Specialties

Experience

With over 30 years of experience in financial advising and portfolio management, Carol has helped hundreds of clients achieve their financial goals through strategic planning and disciplined investment approaches.

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