John H. Carroll CFP®

John H. Carroll CFP®

Managing Director – Investments

Phone: (978) 525-5565
 

John Carroll is a CERTIFIED FINANCIAL PLANNER™ practitioner with The B.C. Group of Wells Fargo Advisors and has been a registered investment professional since 1991.  John’s financial investment background is well versed, spanning individual asset management, estate planning and corporate planning services. John’s extensive asset management and estate planning strategies experience helps provide clients excellent money management options.

 

John has his Bachelors of Science in Finance from the University of Lowell and his Masters of Business Administration from Endicott College.  John expands his market reach and knowledge through analyzing market research in emerging businesses and technologies. John leverages Wells Fargo Advisors' vast resources to enhance the client experience by providing ongoing educational and investment strategy seminars.

 

John lives with his wife and three children in Essex, MA.  He enjoys playing golf, traveling and attending his children’s sporting events.  John is active in supporting ALS and MS charity organizations, as well as being actively involved in the Spectrum House. 

 

CA Insurance Producer License 0C44982

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.