David Carroll Email and 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.
Financial Architects Partners
View- Website:
- fiarch.com
- Employees:
- 36
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Co-Founder And Managing DirectorFinancial Architects PartnersPalm Beach Gardens, Fl, Us -
Co-Founder & Managing DirectorFinancial Architects Partners Jan 1998 - PresentPalo Alto, California, United States -
ChairmanVinodivino Jan 2010 - Jan 2023 -
Board MemberNortheastern University West Coast Council Apr 2015 - May 2020
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Advisory Board MemberBoston Bar Association May 2005 - Oct 2010 -
Member Of The Board Of AdvisorsNfp, An Aon Company Jul 2005 - Aug 2010 -
Board AdvisorNewton-Wellesley Hospital Mar 2000 - Mar 2010 -
Chairman & TreasurerWest Suburban Ymca | Newton, Ma Feb 2000 - Apr 2007 -
Board AdvisorNortheastern University Communication Studies / Media & Screen Studies Jan 2000 - Mar 2005
David Carroll Education Details
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Northeastern University Graduate School Of AccountingTaxation
Frequently Asked Questions about David Carroll
What company does David Carroll work for?
David Carroll works for Financial Architects Partners
What is David Carroll's role at the current company?
David Carroll's current role is Co-Founder and Managing Director.
What schools did David Carroll attend?
David Carroll attended Harvard University, Northeastern University Graduate School Of Accounting.
Who are David Carroll's colleagues?
David Carroll's colleagues are David Freeley, Jenna Ragusa, John Gilmartin, Joel Turcotte, Sara Lapin, Keith Tobias, Wayne Chris.
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David Carroll
Austin, Texas Metropolitan Area5yahoo.com, gmail.com, yahoo.com, pearson.com, techwave.net2 +442034XXXXXX
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David Carroll
New York City Metropolitan Area4jhancock.com, jhancock.com, manulife.com, munichre.com3 +161766XXXXX
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4aol.com, mch.com, oconnorhospital.org, verity.org
5 +195438XXXXX
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David Carroll
Washington Dc-Baltimore Area -
David Carroll
Chicago, Il
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