Kim Carroll CRC®
Kim’s experience in the financial services industry began in 2015 at a local bank where she partnered on a wealth team with affluent bank clients. Kim joined Ameritas Financial Services of WPA/Pittsburgh in 2021 as a licensed advisor and works closely with a senior advisor who has been in the industry for more than 27 years. Together, they support around 550 households, each with their own unique goals, challenges, and life stories.
Kim is a member of National Association of Insurance and Financial Advisors (NAIFA), a Court of the Table qualifier with Millon Dollar Round Table (an invitation only distinction that requires meeting high standards), and currently serves as a Field Advisory Cabinet Chair with Ameritas. Even with these highly regarded distinctions, what matters most to Kim is providing thoughtful guidance, sincere care, and a high level of service to the clients that she works with.
Kim designs comprehensive wealth management strategies, provides advanced advisory planning, and develops strong relationships with her clients. Kim is a fully licensed financial professional, holding her Life/Accident/Health insurance and her Series 6, 7, 63, and 65 securities licenses, as well as her CRC® (Certified Retirement Counselor) designation. She is a native to Pittsburgh and graduated Summa Cum Laude from La Roche College. Kim has 3 children, and enjoys dance, the arts, visiting her family, and travel.
Carl Buzzeo CRPC®
Carl has been in the financial services profession with Ameritas since 1998. He considers it vocational now; especially with more than 25 years of experience serving his clients.
He enjoys working from two climates, Pittsburgh, and New Orleans and spends time with his three grown kids and his wife, Jennifer.
He loves music, hiking and the outdoors.
Kim’s Association with Carl
Kim and Carl began working together in July 2021 as a team for Carl’s succession plan when he transitions to retirement in a few years. The partnership between two driven people serving their clients has proven to be a fruitful enterprise. We are striving to change the face of wealth management. The COVID-19 Pandemic taught us to transition to more online meetings with clients, allowing both Kim and Carl to meet a client from anywhere in the country. This creates an incredible amount of flexibility with whom we can work. In addition, we’ve transitioned our paperwork to technology driven resources, cutting our impact on the environment, and enhancing our efficiency.
Payton Carroll
Payton Carroll is a Pittsburgh native and is excited to be a part of the Ameritas Financial Services of WPA/Pittsburgh team with Carl Buzzeo and Kim Carroll! Payton is a Summa Cum Laude graduate from Mercyhurst University with two degrees in Dance and Arts Management. She previously worked as the Client Experience and Marketing Specialist for 2 years and is excited to step into her new role as an Associate Advisor. In addition, Payton is also a professional dancer. Currently, she lives in Virginia and performs at Busch Gardens Williamsburg. She also enjoys traveling, reading, and spending time with the people she loves!
Dana Palmisano
Born and raised in the North Hills, Dana Palmisano has spent the majority of her life in Pittsburgh with a brief stint in Los Angeles, where she met her husband. After moving back to Pittsburgh, Dana became involved in teaching with local dance studios as well as picking up multiple roles in administration for salons, local pizza companies, and other businesses. She lives in McCandless with her husband, 2 daughters, and her 3 cats. In her spare time, Dana loves to cook for family and friends and spends as much time in the pool as possible. Dana has been a wonderful addition to our team and has been working behind the scenes with us since February 2025.
