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Mini carolyn galfione linscomb williams
Linscomb & Williams
Houston, TX

Carolyn Galfione

CFP®, CPA, MBA
Helping clients to secure their futures and achieve their goals.
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Meet Carolyn

Carolyn Galfione is a Wealth Advisor with Linscomb & Williams and has served in this capacity for 15 years. She has been with the firm since 1996 and served as the CFO before joining the Advisory Team of L&W. Prior to that, Carolyn practiced in the tax department of Melton & Melton, a large Houston accounting firm from 1972 to 1984. She was a Business Administrator with West University Methodist…

Carolyn Galfione is a Wealth Advisor with Linscomb & Williams and has served in this capacity for 15 years. She has been with the firm since 1996 and served as the CFO before joining the Advisory Team of L&W. Prior to that, Carolyn practiced in the tax department of Melton & Melton, a large Houston accounting firm from 1972 to 1984. She was a Business Administrator with West University Methodist Church from 1989 to 1996. Carolyn graduated from the University of Texas at Austin with a degree in accounting, and earned a Master of Business Administration (MBA) with a concentration in finance from Rice University. She has been a member of the American Institute of Certified Public Accountants, has held positions as a board member in the City of West University Place, was past president of the Rice University Business School Alumni Board, currently serves on the finance committee and is a board member of the Women’s Resource of Greater Houston, and is a member of the Executive Women’s Partnership (EWP) Committee for the Greater Houston Partnership. She is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Long-Term Care Planning

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CPA - Certified Public Accountant

Education

MBA - Rice University
Bachelors - The University of Texas at Austin
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