The Carroll Group

Merrill Lynch Wealth Management
2221 Washington Street
Newton, MA 02462
(617) 243-8048
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The Carroll Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Carroll Group
Merrill Lynch Wealth Management
Welcome

Connecting the dots in clients’ financial lives by connecting in ways they’d want from a financial advisor, The Carroll Group’s members serve accomplished individuals (and often, their extended families) in Massachusetts and nationwide. Clients include Private Equity fund managers,  money managers and other financial professionals, attorneys, physicians, corporate executives, retired couples, and divorced and widowed women.

“We are proactive and proficient in helping clients manage and optimize their liabilities,” Jenna Carroll explains. “Our banking backgrounds inform our perspectives, so that we scrutinize both sides of clients’ balance sheets. Using debt wisely is an essential, but often overlooked way to help clients enjoy tangible financial benefits. Nearly every week, we access the banking services available through Bank of America and work with our bank colleagues to offer residential, securities-based or corporate lending.” - Jenna Carroll

Recognition
Jennifer Carroll
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Forbes "America’s Top Women Wealth Advisors", 2021
(Published on March 24, 2021. Rankings based on data as of Sept 30, 2020.)
Forbes "Best-in-State Wealth Advisors", 2020-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Working Mother/SHOOK Research's "Top Wealth Advisor Moms", 2020
(Published on September 29, 2020. Rankings based on data as of Mar 31, 2020.)
Forbes "Top Women Wealth Advisors Best-in-State", 2023
(Published on February 2, 2023. Rankings based on data as of Sept 30, 2022.)
About Us
Our Philosophy

We believe that the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth on to future generations? With access to the investing insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America, we will work with you to develop strategies that are designed to address your priorities and financial needs.

"Clients are busy and want convenience," Josh Cotter points out. "Whether we manage a client's real estate, bring a Bank of America Private Bank (formerly U.S. Trust) specialist to the table, coordinate with a client's CPA or attorney, or discuss a car loan with a client, the impact we can have on clients' lives and lifestyles is a source of pride for all of us."

Meet Our Team
Jennifer Carroll,

CDFA®,CFP®

Senior Vice President, Wealth Management Advisor
617.243.8048
Joshua Cotter,

CRPC™,CRPS™

Senior Vice President, Senior Financial Advisor
617.243.8006
Rama Devi Yarram
Registered Wealth Management Client Associate
617.243.8043
Heather Joyce
Wealth Management Client Associate
PHARA Simon
Wealth Management Client Associate
781.283.5653
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Amany Issac
Wealth Management Banking Specialist
Michael Ferris
Alternative Investments Regional Specialist
Keelan F King
Wealth Management Lending Officer
NMLS #482822
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.