Ashley Banks, Financial Advisor, CFP®, CDFA™ and Donna Carroll, Financial Advisor, CDFA™ of Banks Carroll Group officially opened their own branch office in Gainesville in February. The Group, previously operated under Morgan Stanley for the past 8 years, will now be operated by Banks and Carroll and affiliated with Raymond James Financial Services.
Banks Carroll Group provides professional financial planning services including retirement planning, investments, tax planning, estate planning, education funding, budgeting, insurance
and risk management, and lending strategies. The company also specializes in providing financial services for divorce clients, with Banks and Carroll being the only female advisors in
the area who hold the Certified Divorce Financial Analyst (CDFA) designation.
“This new launch is the culmination of a lot of hard work and we are very excited to open up our branch office this month,” said Carroll. “Assisting people during a difficult time in their lives is truly our passion, and Ashley and I look forward to continuing to provide exceptional financial planning and personalized services for our clients.”
The new Banks Carroll offices are located in Tower 24 at 2550 SW 76th St., Suite 110,
Gainesville, FL 32608.