Jay Carroll

Jay Carroll Email and Phone Number

Managing Director, Financial Advisor at Morgan Stanley @ Morgan Stanley
new york, new york, united states
Jay Carroll's Location
Greater Boston, United States
Jay Carroll's Contact Details

Jay Carroll personal email

n/a
About Jay Carroll

Jay Carroll is a Managing Director, Financial Advisor at Morgan Stanley at Morgan Stanley. He possess expertise in wealth management, strategic financial planning, investment advisory, investment management, financial advisory and 9 more skills.

Jay Carroll's Current Company Details
Morgan Stanley

Morgan Stanley

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Managing Director, Financial Advisor at Morgan Stanley
new york, new york, united states
Employees:
78669
Jay Carroll Work Experience Details
  • Morgan Stanley
    Managing Director, Financial Advisor
    Morgan Stanley Apr 2018 - Present
    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
  • Boston Private
    Executive Managing Director
    Boston Private Oct 2014 - Mar 2018
  • Banyan Partners
    Managing Director, Principal
    Banyan Partners Dec 2010 - Oct 2014
  • Colonial Wealth Management
    Founder & Managing Partner
    Colonial Wealth Management 1993 - 2010
    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.

Jay Carroll Skills

Wealth Management Strategic Financial Planning Investment Advisory Investment Management Financial Advisory Financial Modeling Asset Management Investment Strategies Portfolio Management Finance High Net Worth Individuals Wealth Management Services Risk Management Mutual Funds

Jay Carroll Education Details

  • Boston College
    Boston College
    B.S.

Frequently Asked Questions about Jay Carroll

What company does Jay Carroll work for?

Jay Carroll works for Morgan Stanley

What is Jay Carroll's role at the current company?

Jay Carroll's current role is Managing Director, Financial Advisor at Morgan Stanley.

What is Jay Carroll's email address?

Jay Carroll's email address is jc****@****ers.net

What schools did Jay Carroll attend?

Jay Carroll attended Boston College.

What skills is Jay Carroll known for?

Jay Carroll has skills like Wealth Management, Strategic Financial Planning, Investment Advisory, Investment Management, Financial Advisory, Financial Modeling, Asset Management, Investment Strategies, Portfolio Management, Finance, High Net Worth Individuals, Wealth Management Services.

Who are Jay Carroll's colleagues?

Jay Carroll's colleagues are Jeffrey Pagano, Yonah Jacobson, Ernesto Catena, Priyanka Pal, Shaivi Rau, Silvana Nandin, Nancy Galatowitsch.

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