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Bob Carroll
Bob Carroll
Vice President | McAdam Financial
Philadelphia, Pennsylvania, United States
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.
Bob Carroll
Work Experience
Vice President at
McAdam Financial
July 2019 - Present
Investment Advisor Representative at
McAdam Financial
September 2008 - Present
Vice President at
McAdam Financial
January 2012 - July 2019
District Manager at
McAdam Financial
November 2009 - December 2011
Bob Carroll
Education
Catholic University of America
January 2008
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
***********@mcadamfa.com
Colleagues
Senior Vice President
Vice President / Team Lead
Executive Vice President & Certified Financial Planner
Vice President
Vice President
President & CEO
Senior Vice President
Vice President of Advisor Development - Team Lead
Vice President
Vice President