Carl R. Lymangood, CPWA®

President

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Professional Experience

Carl Lymangood founded Petros Family Wealth, an independent Registered Investment Advisor (RIA) in 2023

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Carl focuses on advising families and developing custom solutions in the areas of estate planning, tax planning, risk management and philanthropic initiatives.

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Prior to founding Petros Family Wealth, Carl was a First Vice President of Investments at Wells Fargo Advisors

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Carl has been in the financial services industry for over 15 years and started his career at Smith Barney in Wayzata, MN

Education

Bachelor of Arts (Major: Business Administration), University of St. Thomas, St. Paul, MN


Professional Designations

  • Certified Investment Management Analyst®
  • Certified Private Wealth Advisor®
  • Certified Public Accountant​