Carol Petrov

Carol Petrov

CFP®, CPWA®   
Vice President & Senior Relationship Manager

As Vice President & Senior Relationship Manager, Carol empowers clients to realize value and enjoy a more comprehensive financial planning experience. She is a CFP® and CPWA® professional with over 20 years of experience as a financial planner and relationship manager and joined Kendall Capital in 2014. Carol works with estate attorneys and accountants to help clients get the advice they need, understand their plan, and take action. Carol and her team strive to provide excellent service that clients can count on through good markets and bad. She feels that clients deserve to get more than basic investment management and loves that Kendall Capital provides service that allows for hand-holding, education, and communication with their family and other professionals.

She began her career with Ameriprise as a financial advisor in 2001. After seven years, she joined Morgan Stanley as a senior client service associate, in order to continue to develop her client service and advisory skills. There, she became passionate about giving high-net-worth clients the time and support she felt they deserved.

Carol earned her Bachelor’s Degree from The George Washington University School of Business. She received her designation as a CERTIFIED FINANCIAL PLANNER in 2012 and her Certified Private Wealth Advisor® certification in 2021. She is a local from Montgomery County and serves her community through the Daughters of the American Revolution, League of Women Voters, and her son’s PTSA. She is also involved in the Montgomery County Estate Planning Committee and GROWS (Grass Roots Organization for the Well-being of Seniors). 

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