Greg Carroll
Financial Advisor
Greg understands that setting aside time to review your finances isn’t easy but essential. His objective is to help families realize that now is the time to start saving toward their financial goals, whether those goals are college tuition, asset protection, or for retirement. Greg also helps clients protect their families while working towards their goals by obtaining appropriate levels of life and disability insurance.
His specialties include:
- Retirement Income Strategies
- Advanced Tax Strategies*
- Wealth Management
- Risk Mitigation
- Asset Protection Strategies*
- Legacy Maximization
- Estate & Trust Planning
- Family Planning
- Advanced Business Planning
*Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
**Neither asset allocation nor diversification guarantee against loss. They are methods used to manage risk.
Education
Greg obtained a degree in education at Loyola College in Baltimore in 1997 while being a scholarship lacrosse athlete. He has obtained his Series 7, 63 and 65 registrations and Life and Health licenses, and is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC.
Community
After graduating from Loyola, Greg coached lacrosse for 14 seasons and was the Associate Head Coach for the Division 1 team at the University of Delaware.
Personal
Greg resides in Hockessin, Delaware, and loves spending time at the beach with his wife, Jen, and kids, Lily, Teddy and Connor. He also adores his two Corgis – Rocket and Groot. He is also very good at ping pong.