Tim Carroll

Q: What is Tim Carroll email address?

Email Tim Carroll at angusrob@me.com and tsteffen@rwbaird.com. This email is the most updated Tim Carroll email found in 2026.

Q: How to contact Tim Carroll?

To contact Tim Carroll send an email to angusrob@me.com or tsteffen@rwbaird.com. If you want to call Tim Carroll try calling on +17577293988 and +16084696358. (updated on October 31, 2024)

Director of Advanced Planning at Baird | Milwaukee, Wisconsin, United States

About Tim Carroll

As the Director of Advanced Planning at Baird, Tim Carroll plays a pivotal role in shaping the financial futures of clients through comprehensive tax planning strategies. With a deep understanding of how taxes influence every aspect of financial decision-making, Tim leads a team of seasoned professionals dedicated to navigating the complexities of tax implications in various scenarios. His expertise spans a broad spectrum, including employer benefits, retirement planning, estate planning, and the intricate tax issues that intertwine with each of these areas.

Tim's commitment to excellence is reflected in his proactive approach to education and training. He develops and disseminates cutting-edge materials that keep Baird Financial Advisors and their clients informed about the latest tax laws and innovative planning strategies. This ensures that clients are equipped with the knowledge they need to make informed decisions regarding their investments, savings, and spending, whether for retirement, education, or business ownership.

In his role, Tim emphasizes the importance of strategic financial planning, particularly in the context of Roth IRA conversions and income tax optimization. By leveraging his extensive knowledge of tax regulations and planning techniques, he empowers advisors to create tailored solutions that align with each client's unique financial goals. Tim Carroll’s leadership not only enhances the capabilities of Baird’s advisory team but also fosters a culture of continuous learning and adaptation, ensuring that clients receive the highest level of service in an ever-evolving financial landscape.

Tim Carroll Work

Director of Advanced Planning at Baird in January 2023 to Present

Director of Tax Planning at Baird in June 2021 to January 2023

Advisor Education Senior Consultant at PIMCO in October 2019 to June 2021

Tim Carroll Skills

Roth IRA

Income Tax

Retirement Planning

About Tim Carroll's Current Company

Baird

Discover more about Baird

Frequently Asked Questions about Tim Carroll

What is Tim Carroll email address?

Email Tim Carroll at [email protected] and [email protected]. This email is the most updated Tim Carroll email found in 2026.

What is Tim Carroll phone number?

Tim Carroll phone number is +17577293988 and +16084696358.

How to contact Tim Carroll?

To contact Tim Carroll send an email to [email protected] or [email protected]. If you want to call Tim Carroll try calling on +17577293988 and +16084696358. (updated on October 31, 2024)