Carroll Hunter

Carroll Hunter

Financial Consultant

Phone: 941.256.9300
Fax: 941.256.9301
E-mail:
 

CARROLL HUNTER
Financial Consultant

  • 20 + years Financial Industry Experience
  • Insurance, Business Planning & Wealth transfer specialist*
  • J.D., Villanova Law School
  • B.S., University of Pennsylvania

Mr. Hunter settled in the Sarasota community seventeen years ago. He’s devoted that time to directing clients toward financial solutions designed to accomplish two purposes: Securing retirement income and the tax efficient transfer of wealth. He also has extensive experience designing retirement plans for small businesses and their owners. He believes that in today's world of financial bureaucracies Capstan offers clients unique value. Carroll ensures you will receive individual attention from experienced financial professionals who will craft financial solutions with local care.

Mr. Hunter joins Capstan directly from Merrill Lynch and Bank of America's US Trust division. Carroll spent time with Professional Benefits working on business retirement plans and at SunTrust helping clients establish investment management solutions for trust assets. Prior to relocating to Florida, Mr. Hunter was a practicing attorney for over two decades (he is currently non-practicing). He was the founder and senior partner of his own law firm which served the needs of individuals, small businesses and communities in the central New Hampshire area.

Mr. Hunter brings a rich background of professional experience and investment planning knowledge. He earned a B.S. in Economics from the Wharton School at the University of Pennsylvania and a J.D. from Villanova Law School. Carroll holds the Series 7 and Series 66 registrations. He is also licensed with the state of Florida for life, health, long term care insurance and annuities. He has attended numerous special training programs related to estate planning strategies, business planning and wealth transfer. Carroll and his wife Wendy live in Sarasota. They have four children.