The Carroll Group
Merrill Lynch Wealth Management
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
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."
CDFA®, CFP®
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.
