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.


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.


Call 315.671.0588 or email dcarroll@rockbridgeinvest.com.

NAPFA Start Date

October 09, 2017


This Office

220 S Warren St Fl 9 Syracuse, NY 13202-1690 Phone: (315) 671-0588 X222