Joseph Carroll jr., CFP®

VP - Sr. Financial Consultant

+1 781-374-7152

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

32 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2021-present
  • VP Senior Account Executive, Fidelity Investments, 1992-2021

Education

  • Bachelor of Science in Business Management - Westfield State University
  • Master of Business Administration - Babson College

Personal interests and affiliations

  • Cohasset Cross Country Boosters
  • Financial Planning Association 6 years

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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