Broker Check
Carol A. Anderson, CFP®, LUTCFFounder, Retired

Carol A. Anderson, CFP®, LUTCF
Founder, Retired

Carol entered the financial services industry in 1981.  She built her clientele by specializing in educators, employees of nonprofit organizations, corporate rollover clients and surviving family members.  

As a former educator, Carol believed in informing clients and involving them in the process to provide ownership.  Understanding terminology and risk tolerance analysis are some of the essential steps used to arrive at the appropriate financial strategy.  

On May 1, 2022, after dedicating 42 years of her life helping others develop financial plans, Carol retired.  She moved to an independent living facility and participates and enjoys activities including playing Bridge, Pinochle, and chair aerobics!

While this has been a bittersweet decision, Carol leaves her friends and clients in the very capable hands of her daughter, Paula, and business partner, Akil.  Harris AND Davis continues to grow based on the same values Carol used in 1981 while taking advantage of the tools and technology available today.