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Mike Carroll, Cfa Email & Phone Number

Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management
Location: Rancho Santa Fe, California, United States 1 work role
2 work emails found @ml.com LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 86%

Contact Signals · 2 work emails

Work email m****@ml.com
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Current company
Merrill Lynch Wealth Management
Role
Wealth Management Advisor, Senior Vice President
Location
Rancho Santa Fe, California, United States
Company size
34842 employees

Who is Mike Carroll, Cfa? Overview

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Mike Carroll, Cfa is listed as Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management, a with 34842 employees, based in Rancho Santa Fe, California, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Mike Carroll, Cfa.

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*@ml.com
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Profile bio

About Mike Carroll, Cfa

Hegardt, Steelman, Carroll & AssociatesI joined Merrill Lynch Wealth Management in 2012 and serve as my team's Senior Portfolio Manager and member of our investment committee. I direct the management, research and overall strategic positioning of the team's client portfolios. I bring more than 20 years of investment management and corporate finance experience to this role.*CFA® and Chartered Financial Analyst® are registered trademarks by CFA Institute.*A Senior Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Lynch Wealth Management Advisors.

Listed skills include Goals Based Wealth Management, Estate And Retirement Planning Services, Investment Management, and Investment Committee.

Current workplace

Mike Carroll, Cfa's current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Wealth Management Advisor, Senior Vice President
Rancho Santa Fe, CA, US
Website
ml.com
Employees
34842
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1 role

Mike Carroll, Cfa work experience

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Team & coworkers

Colleagues at Merrill Lynch Wealth Management

Other employees you can reach at ml.com. View company contacts for 34842 employees →

J( Jeffrey (Jeff) Gembis Jeffrey (Jeff) Gembis Colleague at Merrill Lynch Wealth ManagementBloomfield Hills, Michigan, United States View → MW Mark Willets Mark Willets Colleague at Merrill Lynch Wealth ManagementCave Creek, Arizona, United States View → JS Jeffrey S. Waltman, Crpc® Jeffrey S. Waltman, Crpc® Colleague at Merrill Lynch Wealth ManagementWyomissing, Pennsylvania, United States View → KB Kevin Bruegge Kevin Bruegge Colleague at Merrill Lynch Wealth ManagementCincinnati Metropolitan Area, United States View → BL Billy Le Billy Le Colleague at Merrill Lynch Wealth ManagementLos Angeles Metropolitan Area, United States View → JB Junior Bass Junior Bass Colleague at Merrill Lynch Wealth ManagementLondon, England, United Kingdom View → ML Matt Lyons Matt Lyons Colleague at Merrill Lynch Wealth ManagementSpringfield-Branson, Missouri Area, United States View → MR Marcos Rogério Marcos Rogério Colleague at Merrill Lynch Wealth ManagementGuarulhos, São Paulo, Brazil View → RF Ryan Follett, Cfp®, Aams™ Ryan Follett, Cfp®, Aams™ Colleague at Merrill Lynch Wealth ManagementLake Jackson, Texas, United States View → TL The Linke Group The Linke Group Colleague at Merrill Lynch Wealth ManagementStamford, Connecticut, United States View →
FAQ

Frequently asked questions about Mike Carroll, Cfa

Quick answers generated from the profile data available on this page.

What company does Mike Carroll, Cfa work for?

Mike Carroll, Cfa works for Merrill Lynch Wealth Management.

What is Mike Carroll, Cfa's role at Merrill Lynch Wealth Management?

Mike Carroll, Cfa is listed as Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management.

What is Mike Carroll, Cfa's email address?

AeroLeads has found 2 work email signals at @ml.com for Mike Carroll, Cfa at Merrill Lynch Wealth Management.

Where is Mike Carroll, Cfa based?

Mike Carroll, Cfa is based in Rancho Santa Fe, California, United States while working with Merrill Lynch Wealth Management.

What companies has Mike Carroll, Cfa worked for?

Mike Carroll, Cfa has worked for Merrill Lynch Wealth Management.

Who are Mike Carroll, Cfa's colleagues at Merrill Lynch Wealth Management?

Mike Carroll, Cfa's colleagues at Merrill Lynch Wealth Management include Jeffrey (Jeff) Gembis, Mark Willets, Jeffrey S. Waltman, Crpc®, Kevin Bruegge, and Billy Le.

How can I contact Mike Carroll, Cfa?

You can use AeroLeads to view verified contact signals for Mike Carroll, Cfa at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What skills is Mike Carroll, Cfa known for?

Mike Carroll, Cfa is listed with skills including Goals Based Wealth Management, Estate And Retirement Planning Services, Investment Management, and Investment Committee.

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