Form CRS Relationship Summary
Carl Lind, CFP
Senior Investment Manager
carl@aowealth.com
Carl has more than 39 years of experience in banking and investment management, the last 20 years with Diveley Lind & Associates, LLC, which he co-founded in the Shenandoah Valley with Lynn Diveley. Prior to that, Carl worked in banking in the Valley, spending significant time in the internal audit department and trust department. At Diveley Lind, Carl's primary responsibilities were investment management and client relationships. He has a BA from Virginia Tech, and earned the Certified Financial Planner (CFP®) professional designation in 1994. Carl is active in the Staunton Rotary Club, where he is a Past President, and he is a Past President of the Community Foundation of the Central Blue Ridge. Carl is a Director Emeritus of the Blue Ridge Community College Educational Foundation Board, and has served in various capacities on the boards of many other community organizations. Carl and his wife have two adult children, and he is an avid West Coast Swing dancer.
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