Carol J Burton, CFP®

Carol is a Certified Financial Planner® with over 30 years of experience in the financial services industry. She received her BS in Finance and Economics from The University of California, Berkeley – Walter A. Haas School of Business where she was a member of the Division 1 field hockey team. Carol started her financial career with Merrill Lynch where she served 7 years as a Financial Consultant in New York City. Early to the fee-only advisor movement, she founded an independent RIA firm in 1990 in Westport, CT. After 30 years, she merged her firm, Wake Robin Financial Advisors, with Round Rock Advisors, LLC in 2021.

Carol raised her 2 children in Westport, CT where she was active in the local community. She currently serves on the investment committee of Mercy Learning Center in Bridgeport, CT. Carol now lives in nearby Norwalk, CT and enjoys spending time in both Connecticut and California with her family and friends. Her interests include ballroom dancing, world travel, golf and many racquet sports, with a new interest in the popular, growing sport of pickleball.