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

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.