Our Firm and Carol Anderson

Carol L. Anderson, Wealth and Charitable Advisor
Terrence E. Herr, CFP compliance manager*
June Coutre', administrative assistant*

Carol has helped her clients build, preserve and transfer wealth for over 32 years. Having been a stockbroker for 15 years at Shearson Lehman Brothers, she gained extensive experience designing and managing investment portfolios. With 17 additional years as a planner, she has helped to create sophisticated planning strategies for families, retirees, business owners and executives.

Carol graduated from the Latin School of Chicago where she later became a member of the board of trustees. She graduated from the University of California, Santa Cruz. Carol is the President of the Oak Brook Council of the Financial Planning Association. She is also a board member of DuPage PADS, a homeless organization whose mission is to end and prevent homelessness in DuPage County. She is a member of the Chicago Council on Planned Giving and the DuPage Estate Planning Council.
 
Her interest in helping people to identify and realize their own mission in life has motivated Carol to focus on philanthropic planning and integrating that with overall retirement and financial planning. She is a mother of a teenage daughter and has 3 miniature dachshunds. Carol views herself as a world citizen and is a champion for human and animal rights. She is active with the Conference for Global Transformation and The Hunger Project www.thp.org.
 
Carol loves to learn more about people and the world. She is committed to have a first hand understanding of other cultures and to help all people to experience their own prosperity. Her most recent international trip included a visit to Tokyo and Kyoto Japan in 2007. In addition, she spent two weeks in Thailand visiting Bangkok and Chiang Mai in the north. She went sailing and scuba diving for a week near Phuket and saw some of the remaining devastation from the tsunami on Phi Phi Island.The highlight of the trip was her visit to the Elephant Conservation Center www.changthai.com where Carol saw elephants walking freely, visited the elephant hospital and was able to feed sugar cane and bananas to several elephants at once.

 * Note: Not affiliated with Anderson Wealth Advisors