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Carol Ann Albano

Expert Financial Advisor & Portfolio Manager

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Carol Ann Albano

Carol Ann Albano

CRD: 2675542 Broker & Financial Advisor

Current Firm

Stifel, Nicolaus & Company, Incorporated

ABOUT Carol Ann Albano

PROFILE: Carol Ann Albano is a seasoned financial professional with 25 years of experience in the securities and financial services industry. She is dually registered as a Broker and Investment Adviser and is currently affiliated with Stifel, Nicolaus & Company, Incorporated in Anderson, Indiana, where she has served since 2007. Carol began her career with Robert W. Baird & Co., gaining several years of experience before transitioning to Stifel. Her extensive industry background and securities licenses across 49 states reflect a broad and well-established professional presence in the financial services industry.

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Qualifications

  • Licensed Broker — Dually registered as a Broker and Investment Adviser
  • FINRA Registered — Maintains registration as a broker with Stifel, Nicolaus & Company, Incorporated
  • Investment Adviser — Registered to provide investment advisory services
  • Multi-State Licensed — Holds securities licenses across 49 states/jurisdictions

Services

Portfolio Construction & Implementation Retirement Planning 401(k) Planning & Management Stock Trading & Analysis Mutual Fund & ETF Selection Tax-Efficient Investments Structured Product & Income Strategies Bond & Fixed Income Investing Dividend Growth Strategies Copy Trading AI Trading Investment Management Wealth Preservation Estate Planning Risk Management & Asset Allocation IRA & Roth IRA Management Annuities & Insurance Planning Financial Goal Setting Market Research & Analysis Behavioral Finance Coaching

Experience

23 years

25 years. With a quarter-century of experience in the financial services industry, Carol Ann Albano has built a long-standing career in brokerage and investment advisory services through affiliations with Robert W. Baird & Co. and Stifel.

Professional Statistics

25
Years of Experience
2
Firm (s)
0
Disclosures
All registrations and licenses are verified through FINRA BrokerCheck

Office Address

800 Main Street Suite 400 Anderson, IN 46016

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A Vanguard study* shows that a $500,000 investment managed by a financial advisor could grow to over $6.4 million. In contrast, a self-managed portfolio is projected to reach just $1.69 million or less over the same time frame.

*Based on Vanguard's study on advisor value
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