Thomas Carroll
Thomas Carroll is the President and CEO of Homrich Berg, a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services. Since joining HB, he served as a key member of executive management, leading a number of the firm’s growth and client service initiatives. Carroll has an extensive background in wealth management both as an advisor to clients and as a leader of client service organizations. He has spent his entire career in the wealth management industry and was an advisor managing high-net-worth client relationships before transitioning into his leadership roles. Previously, he spent 20 years with SunTrust Bank, now Truist Financial, where he was an Advisor and Executive President heading up the wealth management division, in addition to serving as CEO of a multi-family office subsidiary of the bank.
Thomas Carroll Professional Experience / Academic History
Professional Experience
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President and CEO
Academic History
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B.S., Business
Since joining HB, Carroll has led a wide range of growth and service enhancement initiatives and worked alongside then CEO Andy Berg.
He moved into the CEO role in 2023, succeeding Andy Berg who transitioned to the role of Chairman of the Board.
CURRENT AFFILIATIONS
Board Member, Wake Forest Athletics Advisory Council
Advisory Board Member, The UHNW Institute
Executive Board Member, BNY Pershing Wealth
Board of Visitors, Emory University
SUNTRUST BANK
Carroll was Head of Division Wealth Management for SunTrust Bank, now Truist Financial.
He managed all of the core private wealth management sales and client service activities on a national basis across nine SunTrust divisions.
He also served as the Head of the Sports & Entertainment Specialty Group for SunTrust, where he managed a group of advisors who provided private wealth management services to sports and entertainment professionals.
Prior to managing the Sports & Entertainment Specialty Group, he was the wealth services manager for the Atlanta region.
EARLY CAREER
Carroll was the CEO of GenSpring Family Offices, the multi-family office subsidiary of SunTrust Bank, which provides independent advice to ultra-high-net-worth families.
He has previously served on the Emory University Board of Visitors as well as the Board of Trustees for the Atlanta Sports Council, the Metro Atlanta Chamber of Commerce, the Atlanta Botanical Gardens, the Atlanta Children’s Shelter, the Atlanta Police Foundation, Young Harris College and as a Lay Leader for Peachtree Road United Methodist Church.