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Bob Carroll

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Bob Carroll

Vice President | McAdam Financial

Philadelphia, Pennsylvania, United States

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Bob Carroll

Summary

Bob Carroll is an accomplished Financial Advisor and Leader based in Philadelphia, Pennsylvania, with a strong focus on helping individuals and families achieve their financial goals. With extensive experience in depository banking and wealth management, he has dedicated his career to advocating for holistic financial planning. Bob has held various leadership roles at Mcadam Financial, where he has developed expertise in employee training, investment management, and team leadership. His commitment to financial education is evident in his diverse skill set, which includes proficiency in Microsoft Excel and personal financial planning. He is passionate about empowering clients to protect and pass on their wealth, making him a trusted partner in their financial journeys. Bob's educational background in Finance and Financial Management Services further enhances his ability to provide tailored financial solutions.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Bob Carroll

Work Experience

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Vice President at

McAdam Financial

July 2019 - Present

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Investment Advisor Representative at

McAdam Financial

September 2008 - Present

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Vice President at

McAdam Financial

January 2012 - July 2019

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District Manager at

McAdam Financial

November 2009 - December 2011

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Bob Carroll

Education

Frequently Asked Questions about Bob Carroll

What is Bob Carroll email address?

Bob Carroll's primary email address is ***********@mcadamfa.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Bob Carroll work for?

Bob Carroll is a Vice President at McAdam Financial, a company specializing in Monetary Authorities-Central Bank.

Where Bob Carroll graduated from?

Bob Carroll holds a degree in Finance And Financial Management Services from Catholic University of America.

How can I directly contact Bob Carroll?

To contact Bob Carroll directly, you can use the email address ***********@mcadamfa.com. Complete contact information is available upon registration with Muraena.

Who is Bob Carroll?

Bob Carroll is an accomplished Financial Advisor and Leader based in Philadelphia, Pennsylvania, with a strong focus on helping individuals and families achieve their financial goals. With extensive experience in depository banking and wealth management, he has dedicated his career to advocating for holistic financial planning. Bob has held various leadership roles at Mcadam Financial, where he has developed expertise in employee training, investment management, and team leadership. His commitment to financial education is evident in his diverse skill set, which includes proficiency in Microsoft Excel and personal financial planning. He is passionate about empowering clients to protect and pass on their wealth, making him a trusted partner in their financial journeys. Bob's educational background in Finance and Financial Management Services further enhances his ability to provide tailored financial solutions.

Bob`s contact details

mail

***********@mcadamfa.com

Colleagues

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Cfp Shane Sweigart

Senior Vice President

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Cfp Parker Moody

Vice President / Team Lead

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Phil Simonides Cfp

Executive Vice President & Certified Financial Planner

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Robert Stark

Vice President

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Michael Mcadam

President & CEO

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Cfp Kristen Koonce

Senior Vice President

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Awma Morgan Murphy Iv

Vice President of Advisor Development - Team Lead

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