Jay Carroll Email & Phone Number

Boston, Massachusetts

For over 30 years Jay has spent his career advising high net worth individuals, families, and institutions. Jay and his team work with families who share similar interests, morals and family values which formulates genuine long term multi-generational relationships.A seasoned and respected investment professional, Jay is a nationally recognized industry leader and been consistently named Best-In-State Wealth Advisor by Forbes and to Morgan Stanley’s Chairman’s Club, composed of the top 1% of the Firm’s financial advisors. At Morgan Stanley he is a Managing Director, senior portfolio management director, alternative investment director, and insurance planning director. Jay and his team joined Morgan Stanley to take advantage of the firm’s global resources and industry-leading technology. Previously Jay was the founder and managing partner of Colonial Wealth Management, an Investment Advisory firm which was later acquired by Banyan and Boston Private Bank. Jay is a graduate of Boston College, The College of Financial Planning and resides in Wellesley, Massachusetts with his family. https://advisor.morganstanley.com/the-carroll-team NMLS#: 1744849

Banyan Partners, LLC acquired Colonial Wealth Management in 2010. Colonial Wealth Management was a boutique financial advisory firm located in Boston, providing high net worth individuals and families with comprehensive wealth management services. Through sophisticated financial planning, asset manager selection, portfolio construction and risk management, Colonial brought organization, structure and peace of mind to its clients.