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Carolyn J. Pope

Houston, TX

Phone: (832) 547-2602



Carolyn J. Pope, CFP, Vice President, joined the firm in 2005. As a Wealth Advisor, Carolyn uses her experience and knowledge to work with wealthy individuals, endowments, and foundations to understand their needs and to build comprehensive wealth management plans designed to help them achieve their goals. Previously, she held positions at firms including U.S. Trust, Wells Fargo, and Texas Commerce/Chase Bank. Carolyn began her financial industry career in 1983 at Interfirst Bank of Texas. She received a BS and an MBA from the University of Houston. Carolyn holds the designation of Certified Financial Planner. She serves on the Boards of Directors for The Greater Houston Chapter of the American Red Cross, DePelchin Children’s Centers and Texas Wall Street Women.

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“With more than thirty years in the financial industry, diverse experiences and a passion for solving the puzzles my clients bring to the table, designing customized solutions comes naturally to me. Whether my clients are families, endowments, foundations or privately held companies—and whether the relationships are new or well established—I am committed to being proactive, and to listening, educating and communicating. We work as a team to make decisions based on what is best for clients, with a goal of helping them sleep at night.”

Carolyn J. Pope, Wealth Advisor