Meet Carl
Carl is a Partner based in Dallas, Texas. He joined Mercer Advisors in 2016 through the acquisition of Pegasus Advisors where he served as Lead Financial Advisor. Prior, he was a financial planner at Baldwin & Associates. He began his career in financial services in 2013.
Carl earned a BBA degree from Angelo State University, M.S. degree in personal financial planning from Texas Tech University, and MBA from Auburn University. He is a member of the Financial Planning Association, the Dallas Estate Planning Council, and the Texas Guardianship Association. He holds the Accredited Estate Planner® certification and is a CERTIFIED FINANCIAL PLANNER® professional.
D Magazine Recognition
Forbes: Carl Larimore – Mercer Advisors
AdvisorHub
Carl’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Carl has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- For business owners, advice on selling your business to help maximize value — and plan what comes next
His working style
Carl’s working style is methodical and thoughtful, grounded in a conversational approach that helps clients share their stories and priorities. He takes time to gather information carefully and believes education is essential, helping ensure clients understand the recommendations behind their plan. By creating clarity and comfort, Carl helps clients feel confident and at ease as they move forward with executing their financial journey.
Carl in real life
Any words you try to live by?
Tomorrow is never guaranteed. My greatest pleasure in this profession is not only helping people plan for their futures, but helping them have the confidence that they’re ready to check off the goals around their own personal enjoyment as they reach those points.
What keeps you busy outside of work?
My wife and I love to travel, seeing all corners of this beautiful state of Texas and beyond. We enjoy golfing together, attending sporting events for our favorite teams, finding quality moments to spend with our family, and sailing (though opportunities are rare in the Dallas area).
What makes you tick?
From a young age, I have been one of the more level-headed and calming presences for people around me. People have always leaned on me for advice and to help them orient themselves in times of crisis.
Carl’s snapshots
AdvisorHub Top 250 RIA 2025: To be considered for the rankings, advisors complete an application and have at least $150m in AUM, seven years of experience, two years of good standing tenure at their current firm, and a regulatory record of two or fewer complaints and no significant judgments.
Forbes Top Next-Gen Wealth Advisors, Best-In-State 2025: The rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
D Magazine Best Financial Planners
Nominating financial planners must:
- Be a Certified Financial Planner in good standing.
- Be a member of the Financial Planning Association.
- Currently practice within our geographic boundaries (view here). In addition to those listed, financial planners can also practice in Tarrant County.
The staff does not count:
- Self-nominations
- Duplicate ballots
- Nominees outside of our geographic boundaries
Independent Panel Review:
- The remaining votes are vetted by an anonymous panel of esteemed Certified Financial Planners. The panel changes periodically to ensure consideration is impartial.
D Magazine editors finalize the list by verifying each financial planner’s:
- CFP status
- FPA membership
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Carl’s Teammates
Gabriella Pizzoferrato
Estate Planning Strategist
What Carl Says
Gabriella takes the goals and wishes for our clients’ legacies and helps bring them to life as she walks them through the process of creating an estate plan. Client interactions with her are both conversational and educational, helping clients feel confident and comfortable.
Kara Sweet
Tax Manager
What Carl Says
From the beginning of a client engagement, Kara collaborates with clients of all tax complexities. She seems both endlessly productive and always available to jump on a call to walk a client through a tax plan or get updates on their business. I have been beyond impressed by the way she can elevate the client experience.
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