David Carroll Email & Phone Number

David Carroll specializes in the design, implementation and monitoring of sophisticated life insurance portfolios. He works with senior executives and shareholders of large private and publicly held companies, as well as prominent ultra-high net worth families, providing advice and structural Alpha for this asset class in their family entities and balance sheets. David is Co-Founder and longtime CEO of Financial Architects Partners (FAP) and has more than 25 years of experience leading the firm, expanding its national presence and multi-point location footprint, and delivering subject matter expertise to clients. From optimizing and leveraging gift techniques to improve generational transfers to establishing a strategic philanthropy, David partners with families, and their advisors, to bring clarity to their objectives.David is also an active private investor as a limited partner on many well-known private equity and venture funds on both coasts. He is also a general partner, co-investor, and advisor to some prominent Silicon Valley venture funds.A Boston native, David, and his wife have four children. They reside in Florida, where David operates out of our NFP Palm Beach Gardens office. He also spends some time in Narragansett RI, and Palo Alto, CA. He has a passion for motorsports, car and motorcycle racing, sponsoring race teams and investing in various businesses within the sport.