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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
Estate 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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