Charles Carroll

Advisor at Edward Jones

Claim profile
Connect with Charles

Credentials

CFP®, Series 63, Series 65, Series 66

Edward Jones logo

Firm

Edward Jones

Location

North Haven, CT 06473

Expertise

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management

Work history

Edward Jones

2024 - Present (2 years)

Unemployed

2023 - 2024 (1 year)

First County Bank

2020 - 2023 (3 years)

TD AMERITRADE

2010 - 2020 (10 years)

Similar advisors near Charles

Michael K

CFP®, CFA®

Madison, CT

Reach Strategic Wealth LLC

You've built an impressive tech career, accumulating equity and navigating complex compensation. Feeling excited but overwhelmed by your financial potential? You need more than an advisor - a strategic partner who truly understands tech professionals. We don't just manage wealth—we design your ideal professional life. Our approach goes beyond spreadsheets, providing clarity to make bold career decisions, optimize your equity, and create a financial plan aligned with your deepest goals. Our credentials - CFA, CFP®, Enrolled Agent - provide us the technical skills to then translate complex financial strategies into clear, actionable guidance specifically tailored to tech executives. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward.

Equity Recipients (RS/RSU, SOP, ESPP) Consultant Founder/Business Owner

Christopher D

ChFC®, Series 63, Series 66

Milford, CT

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Retirement withdrawal strategies Founder/Business Owner

David P

Series 63, Series 66

Milford, CT

Edward Jones

Retirement income strategy Business exit / sale strategy Business Financial Management General estate planning guidance Wealth management Technology Professional

Brian M

CFP®, Series 66

Stratford, CT

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner

Darryl Z

Series 63, Series 66

West Haven, CT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance General retirement planning Military & Veterans

David O

Series 63, Series 66

Madison, CT

Edward Jones

Retirement income strategy Divorce financial planning General retirement planning Wealth management

Claim this profile

Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.

Claim profile
© 2026 Warmer Holdings Inc. (“Warmer”)
Terms of Service and Advisory Agreement • Privacy Policy • Form ADV Brochure • Form CRS
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent fiduciary advisors. Our advice is limited to these digital matches—we do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments. Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services. For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor’s Form ADV and do your own diligence before entering into an advisory relationship. By using our service, you agree to Warmer’s Terms of Service and Advisory Agreement and Privacy Policy.
Logos provided by Logo.dev