David E. Carroll, FPQP®

David E. Carroll, FPQP®

Operations Manager

David is responsible for all aspects of office logistics and client scheduling. He has a BS in economics from the University of New Hampshire as well as an MBA with a concentration in finance from Fairfield University. He is a Financial Planning Qualified Professional® dedicated to working with advisors to create holistic financial plans for their clients. David lives in South Norwalk and enjoys snowboarding and playing golf.