Get to know Carroll Bailey

Carol Bailey

Carroll Bailey

Retirement Income Strategist

Carroll is an experienced retirement and income strategist who has helped her clients protect millions of dollars in retirement assets. Since 1998, she has focused on designing customized financial plans that help her clients achieve their life goals, whether a client is still working and on the path to achieving financial success or is in retirement mode and striving to protect and preserve income and existing assets over the long term. She takes great pride in serving her clients, and it’s a wonderful feeling knowing she has helped them secure their financial future.

Dedicated to serving all who request financial planning assistance, Carroll is a proud member of the Council of Financial Educators, a 501(c)(3) nonprofit that informs the public on financial matters. Carroll is also a member of the National Social Security Advisor Association and holds a certificate of completion from NSSA. It is the only accredited Social Security program in the nation.

She currently resides in Sarasota with her fiancé, Bob. She enjoys boating with Bob, spending time at the beach, attending church and visiting their children and grandchildren in Ohio every chance she gets! She is licensed in and has clients in Florida, Ohio and Georgia.