Curated News
By: NewsRamp Editorial Staff
November 12, 2024

Jamie Carroll Joins Ballast Rock Private Wealth as Wealth Advisor

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Source News Release

TLDR

  • Jamie Carroll brings a background serving high-net-worth individuals and families, providing support across the financial spectrum.
  • Jamie Carroll will serve as a Wealth Advisor at Ballast Rock Private Wealth, focusing on holistic financial advice for high-net-worth individuals.
  • Jamie Carroll's focus on clients and mentorship at Ballast Rock Private Wealth makes a positive impact on the financial well-being of individuals and families.
  • Jamie Carroll's transition to Ballast Rock Private Wealth from Merrill Lynch highlights the firm's commitment to client-focused mentorship and education.

Impact - Why it Matters

The addition of Jamie Carroll to Ballast Rock Private Wealth brings in a wealth of experience in serving high-net-worth individuals and families, enhancing the firm's ability to provide holistic financial advice. Jamie's client-focused approach and expertise in retirement and legacy planning will directly impact the firm's capacity to offer personalized and objective financial guidance. This news highlights the firm's commitment to mentorship and providing a tailored approach to client relationships.

Summary

Ballast Rock Private Wealth (“BRPW”), an independent registered investment advisor, has announced that Jamie Carroll has joined the firm as a Wealth Advisor. With a background serving high-net-worth individuals and families, Jamie will provide support across the financial spectrum, from retirement to legacy and generational planning. Before joining BRPW, Jamie was a financial advisor at Merrill Lynch in Monroe, LA. The firm's CEO, Andrew Mescon, expressed excitement about Jamie's addition, highlighting her exceptional client service. Jamie views herself as a personal CFO for her clients and chose to join BRPW due to its client-focused approach and mentorship opportunities. She brings experience from marketing and accounting, with a bachelor’s degree from Texas A&M University and a post-baccalaureate certificate in accounting from the University of Louisiana at Monroe.

Source Statement

This curated news summary relied on this press release disributed by News Direct. Read the source press release here, Jamie Carroll Joins Ballast Rock Private Wealth as Wealth Advisor

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