Faced with the challenge of continuing to provide you with comprehensive strategies, exceptional services, and personalized advice for your complex needs, we are pleased to announce our affiliation with AIQ Asset Management and Advisor Resource Council.
Our relationships with AIQ Asset Management and Advisor Resource Council, each an exclusive network of financial professionals and dedicated service providers, allows us to be part of a support system that brings together the professional resources you need at each step of your wealth journey.
We have built deep strong personal relationships with your family and your family members over the years. The trust we have built affords us a unique understanding of the framework that defines your wishes for wealth separation and succession planning. This knowledge, along with your family's values, vision, mission, and objectives, allows us to make informed operational and investment decisions on your behalf.
Our Team
Meet Jeff Carroll
Jeff Carroll is the Founder and Financial Advisor at Carroll Wealth Management, bringing more than 34 years of experience in the financial services industry. Throughout his career, he has focused on building long-term relationships and helping individuals and families navigate important financial decisions.
Jeff began his career at Merrill Lynch in 1992 before transitioning to UBS in 2004 and later joining Baird in 2015. He earned his Bachelor of Business Administration degree from the University of North Texas.
Outside of work, Jeff enjoys spending time with his wife, Kim, their children, and grandchildren, as well as playing pickleball and staying active.
Support Team
Contact Us
Have questions about your financial future? We're here to help. Reach out to Jeff directly.
