AeroLeads people directory · profile
Patrick Carroll, Cfp® Email & Phone Number
Partner
at
Merit Financial Advisors
1 work email found
@natplan.com
3 phones found area 310 and 818
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner
Location
Rockville, Maryland, United States
Company size
Who is Patrick Carroll, Cfp®? Overview
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Quick answer
Patrick Carroll, Cfp® is listed as Partner at Merit Financial Advisors, a with 257 employees, based in Rockville, Maryland, United States. AeroLeads shows a work email signal at natplan.com, phone signal with area code 310, 818, and a matched LinkedIn profile for Patrick Carroll, Cfp®.
Patrick Carroll, Cfp® previously worked as Founder and CEO at Obsidian Business Planning Solutions and Founder at The Dynamic Advisor Network (Dan). Patrick Carroll, Cfp® holds Msfs, Financial Services from The American College.
Company email context
Email format at Merit Financial Advisors
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*@natplan.com
68% confidence
AeroLeads found 1 current-domain work email signal for Patrick Carroll, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Patrick Carroll, Cfp®
With over 35 years of financial and business consulting experience, I've felt the various pain points business owners experience every day and was committed to finding a comprehensive solution. I am dedicated to help owners protect and grow their businesses in an approachable way. It was what lead me to create the The Lifestyle Protector Program™, a simple, step-by-step approach to continuity, succession and transition planning that could be easily incorporated into the hectic schedule of business owners. When I'm not helping clients grow and protect their business, I enjoy traveling the world with Julie, my wife of 37 years and our two grown daughters. Don’t worry! When I'm on an adventure, I have a team of experts in place who are ready and waiting to assist you.
Listed skills include Small Business, Accounting, Insurance, Business Planning, and 17 others.
Current workplace
Patrick Carroll, Cfp®'s current company
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Merit Financial Advisors
3 roles
Patrick Carroll, Cfp® work experience
A career timeline built from the work history available for this profile.
Founder And Ceo
Current
Obsidian Business Planning Solutions
Business owners need to strategically plan how to protect their future and grow their business with continuity, succession & transition planning. The problem is, business owners are busy people! At Obsidian Business Planning Solutions, we get it. Our founder, Patrick, experienced the various pain points business owners feel every day, and was committed to finding a comprehensive solution. This is what lead him to develop the Lifestyle Protector Program™, a step-by-step approach to planning designed specifically for the hectic schedule. The sooner you get started, the better because lack of planning could cost or your loved ones thousands or more. It's easy to get started:1. Schedule a conversation by calling (301) 990-43952. Enroll in the Lifestyle Protector Program™3. Track & monitor your successSo schedule a conversation today so you can stop worrying and feel prepared for your future.
Aug 1983 - Present
Founder
Current
The Dynamic Advisor Network (Dan)
The Dynamic Advisor Network (DAN) is an invitation-only group of well established, highly skilled and reliable professionals interested in fellowship with professionals of diverse disciplines with whom to entrust mutual clients. Our mission is to help our members succeed through mutually beneficial relationships and to provide a referral network of professionals to our clients.http://www.dynamicadvisornetwork.com/
Jan 2006 - Present
3 education records
Patrick Carroll, Cfp® education
Msfs, Financial Services
The American College
Bs, Science
Virginia Tech
High School Diploma, High School/Secondary Diplomas And Certificates
American School Of Vientiane
FAQ
Frequently asked questions about Patrick Carroll, Cfp®
Quick answers generated from the profile data available on this page.
What company does Patrick Carroll, Cfp® work for?
Patrick Carroll, Cfp® works for Merit Financial Advisors.
What is Patrick Carroll, Cfp®'s role at Merit Financial Advisors?
Patrick Carroll, Cfp® is listed as Partner at Merit Financial Advisors.
What is Patrick Carroll, Cfp®'s email address?
AeroLeads has found 1 work email signal at @natplan.com for Patrick Carroll, Cfp® at Merit Financial Advisors.
What is Patrick Carroll, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 310, 818 for Patrick Carroll, Cfp® at Merit Financial Advisors.
Where is Patrick Carroll, Cfp® based?
Patrick Carroll, Cfp® is based in Rockville, Maryland, United States while working with Merit Financial Advisors.
What companies has Patrick Carroll, Cfp® worked for?
Patrick Carroll, Cfp® has worked for Merit Financial Advisors, Obsidian Business Planning Solutions, and The Dynamic Advisor Network (Dan).
How can I contact Patrick Carroll, Cfp®?
You can use AeroLeads to view verified contact signals for Patrick Carroll, Cfp® at Merit Financial Advisors, including work email, phone, and LinkedIn data when available.
What schools did Patrick Carroll, Cfp® attend?
Patrick Carroll, Cfp® holds Msfs, Financial Services from The American College.
What skills is Patrick Carroll, Cfp® known for?
Patrick Carroll, Cfp® is listed with skills including Small Business, Accounting, Insurance, Business Planning, Public Speaking, Banking, Estate Planning, and Business Intelligence.
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