Carlos Romero is the Founder and President of Encompass Wealth Management, LLC. He founded Encompass Wealth Management in 2009 after nearly a decade working at large private banks in Europe and in the Washington Metropolitan Area, where he specialized in lending, credit risk and investment management for ultra high net worth individuals, closely held companies, and their controlling shareholders.
and the European Bank in London, U.K. he designed and implemented credit policies and procedures. He is an Economist graduate from the University of Maryland at College Park. Today, Encompass Wealth Management, LLC provides sophisticated planning and investment solutions to individuals, families, and companies from design through implementation on an objective and independent platform. Carlos resides in Potomac, Maryland with his wife, Donna, and their two lovely kids. Currently serving clients in: MD, DC, VA, NC, NY, CA
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