Vice President - Wealth Advisor
Current
Jul 2019 - Present
AeroLeads people directory · profile
Greg Carroll Email & Phone Number
LIVE YOUR LIFE CONFIDENTLYAn integrated team approach that will better help you achieve your financial goals
at
WWM Financial
1 work email found
@sterlingwmg.com
1 phone found area 760
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
LIVE YOUR LIFE CONFIDENTLYAn integrated team approach that will better help you achieve your financial goals
Location
Carlsbad, California, United States
Company size
Who is Greg Carroll? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Greg Carroll is listed as LIVE YOUR LIFE CONFIDENTLYAn integrated team approach that will better help you achieve your financial goals at WWM Financial, a with 11 employees, based in Carlsbad, California, United States. AeroLeads shows a work email signal at sterlingwmg.com, phone signal with area code 760, and a matched LinkedIn profile for Greg Carroll.
Greg Carroll previously worked as Vice President - Wealth Advisor at Wwm Financial and President at Sterling Global Strategies. Greg Carroll holds Bachelor Of Science, Marketing And Finance from Arizona State University.
Company email context
Email format at WWM Financial
This section adds company-level context without repeating Greg Carroll's masked contact details.
{first}@sterlingwmg.com
86% confidence
AeroLeads found 1 current-domain work email signal for Greg Carroll. Compare company email patterns before reaching out.
Profile bio
About Greg Carroll
✉ greg@wwmfinancial.com☎ 760-692-5190★★★ MY PAST, YOUR FUTURE ★★★I honed my sense of financial responsibility in college when I committed countless hours to textbooks and lectures, leaving the collegiate mayhem to my peers. In 1989, after serving in the U.S. Army, I paid my own way at Arizona State University courtesy of the G.I. Bill. Showing a commitment to pave the way for my future in financial services, I now impart this wisdom to my clients as President of Sterling Global Strategies.★★★ STERLING GLOBAL STRATEGIES ★★★Sterling provides investment management, retirement and insurance planning to high-net worth individuals. The Sterling team has combined experience of over 100 years in the financial services industry with over $350 million in assets under management. Sterling is a Registered Investment Advisor (RIA) and partners with Charles Schwab, one of the largest wealth management firms in the world. Charles Schwab Advisor Services provides SGS with the platforms, products, programs and resources needed to ensure the long-term financial growth of its diverse clientele.★★★ EXPERIENCE MATTERS ★★★In 2008, I founded Sterling Global Strategies along with partner Michael Haig. Previously, I served as a Financial Consultant for UBS Financial Services Inc. and Smith Barney (Citigroup) starting in 1995. I earned a Bachelor’s Degree in Marketing and Finance from A.S.U. and have completed advanced studies in IRA rollovers, insurance products and fiduciary programs.★★★ WHY WE NEED TO TALK ★★★Contact me and I will analyze your current and future assets, weigh your liabilities and implement estate planning strategies. I will then offer periodic reviews to determine if your investment strategy remains aligned with your goals. I will also proactively propose and implement solutions. If growth is the goal, you need to contact me to secure your future financial moorings. ►► www.wwmfinancial.com
Listed skills include Investment Advisory, Retirement Planning, Investments, Series 7, and 15 others.
Current workplace
Greg Carroll's current company
Company context helps verify the profile and gives searchers a useful next step.
Wwm Financial
6 roles
Greg Carroll work experience
A career timeline built from the work history available for this profile.
President
Sterling Global Strategies
►► SGS MISSION ►►Sterling Global Strategies was created to provide investment options that significantly reduce downside risk, with the ultimate goal of producing positive returns every calendar year. All of our tactical strategies are managed, using a proprietary algorithm which consists of a risk management overlay that can invest 100% of assets in cash during broad market declines. SGS is one of a handful of money managers that utilize cash as an asset class, thereby limiting downside exposure.►► METHODOLOGY ►►SGS utilizes intermediate-term trend analysis to determine which asset classes are entrenched in extended bull markets and which are experiencing bear markets. The data is then further evaluated to eliminate the asset classes that are dropping and to overweight investing in those asset classes that display an upward trend.►► STRATEGY ►►Sterling Global Strategies is a strong believer that high alpha can be achieved through asset class trend analysis coupled with having the ability to invest 100% of capital in cash. Our strategies are available through many Broker/Dealers, UMA platforms as well as Variable annuities.
Jan 2009 - Jul 2019
Managing Partner
Sterling Wealth Managment Group
►► HISTORY & PURPOSE ►► My partner Michael Haig and I wanted to start an investment advisory business, one that could set higher standards for the financial services industry and make those services affordable. We sought to break free from all the conflicts of interest arising from the big brokerages forcing products through brokers down to their clients.►► VALUE TO CLIENTS ►► In this new environment, we are able to create a value to our clients where they know that their needs come first. At Sterling, we focus on small business retirement planning as well as high net worth individuals.
Oct 2008 - Jul 2019
Member Of Board Of Directors
►► LEADER & FUNDRAISER ►►I helped set policies and procedures for the Club's operations. As with any non-profit, I spent the majority on my time fundraising to help keep the doors open, so the kids could have a safe place to go before and after school.
Jan 2000 - Jun 2013
Financial Adviser
►► RETIREMENT PLANNING ►►Worked with high-net worth individuals and small businesses on comprehensive retirement planning.
Jul 2001 - Oct 2008
Financial Advisor
Smith Barney
►► FINANCIAL MANAGEMENT ►►Worked with high-net worth Individuals and small businesses on comprehensive retirement planning.
Jan 1995 - Jul 2001
Team & coworkers
Colleagues at WWM Financial
Other employees you can reach at wwmfinancial.com. View company contacts for 11 employees →
CD
Cicera Do
Colleague at Wwm FinancialMaceió, Alagoas, Brazil
View →
IM
Itzel Monarrez
Colleague at Wwm FinancialSan Diego, California, United States
View →
SW
Steve Wolff
Colleague at Wwm FinancialCarlsbad, California, United States
View →
MB
Megan Busch
Colleague at Wwm FinancialSan Diego Metropolitan Area, United States
View →
VG
Veronica Gutkin
Colleague at Wwm FinancialSan Diego, California, United States
View →
NM
Naomi Mellos
Colleague at Wwm FinancialUnited States
View →
CM
Catherine Magana
Colleague at Wwm FinancialCarlsbad, California, United States
View →
Cicera Do
Colleague at Wwm FinancialMaceió, Alagoas, Brazil
View →
IM
Itzel Monarrez
Colleague at Wwm FinancialSan Diego, California, United States
View →
SW
Steve Wolff
Colleague at Wwm FinancialCarlsbad, California, United States
View →
MB
Megan Busch
Colleague at Wwm FinancialSan Diego Metropolitan Area, United States
View →
VG
Veronica Gutkin
Colleague at Wwm FinancialSan Diego, California, United States
View →
NM
Naomi Mellos
Colleague at Wwm FinancialUnited States
View →
CM
Catherine Magana
Colleague at Wwm FinancialCarlsbad, California, United States
View →
1 education record
Greg Carroll education
FAQ
Frequently asked questions about Greg Carroll
Quick answers generated from the profile data available on this page.
What company does Greg Carroll work for?
Greg Carroll works for WWM Financial.
What is Greg Carroll's role at WWM Financial?
Greg Carroll is listed as LIVE YOUR LIFE CONFIDENTLYAn integrated team approach that will better help you achieve your financial goals at WWM Financial.
What is Greg Carroll's email address?
AeroLeads has found 1 work email signal at @sterlingwmg.com for Greg Carroll at WWM Financial.
What is Greg Carroll's phone number?
AeroLeads has found 1 phone signal(s) with area code 760 for Greg Carroll at WWM Financial.
Where is Greg Carroll based?
Greg Carroll is based in Carlsbad, California, United States while working with WWM Financial.
What companies has Greg Carroll worked for?
Greg Carroll has worked for Wwm Financial, Sterling Global Strategies, Sterling Wealth Managment Group, Boys And Girls Club Of San Marcos, and Ubs Financial Services.
Who are Greg Carroll's colleagues at WWM Financial?
Greg Carroll's colleagues at WWM Financial include Cicera Do, Itzel Monarrez, Steve Wolff, Megan Busch, and Veronica Gutkin.
How can I contact Greg Carroll?
You can use AeroLeads to view verified contact signals for Greg Carroll at WWM Financial, including work email, phone, and LinkedIn data when available.
What schools did Greg Carroll attend?
Greg Carroll holds Bachelor Of Science, Marketing And Finance from Arizona State University.
What skills is Greg Carroll known for?
Greg Carroll is listed with skills including Investment Advisory, Retirement Planning, Investments, Series 7, Mutual Funds, Risk Management, Securities, and Asset Allocation.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Greg Carroll you were looking for.
View similar profiles
