David Carroll (CFP®)
David Carroll focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Tax Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Tax Planning
Planning Specialties
- Unbiased, objective advice
- Comprehensive financial planning
- Evidence-based investment managment
Additional Information
How I got here:
I have always been passionate about financial planning, and after graduating from Le Moyne College I worked for a large financial services firm. I soon realized the investment philosophy used at these larger brokerage firms was not aligned with my beliefs, which brought me to Rockbridge. I am now proud to say I work for a firm that truly acts in the best interest of their clients.
Favorite part of the job:
I enjoy helping people make sense of their financial situation. Being able to make a difference by simplifying people’s finances is very rewarding and is something I thoroughly enjoy.
Education:
CERTIFIED FINANCIAL PLANNER™, (CFP®)
Finance (B.S.), Le Moyne College
Beneath the surface:
In my spare time, I enjoy playing hockey and golf. I am a huge Buffalo Sabres fan and enjoy watching hockey in general. Also, people find it particularly interesting that I am an identical twin.
Contact:
Call 315.671.0588 or email dcarroll@rockbridgeinvest.com.
NAPFA Start Date
October 09, 2017
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