Nicholas T. Carroll
Senior Financial Planning Consultant
- Role
- Senior Financial Planning Consultant at Raymond James
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Nicholas T. Carroll
I help clients manage their portfolios to help them reach their financial goals. I provide financial planning and investment advice to institutional investors as well as private clients. Having over seven years of industry experience, most recently I worked at UBS Asset Management as a Regional Investment Consultant based in NYC and prior as a software engineer at UBS alternative investments division, O\'Connor, in Chicago. I have recently achieved the Chartered Financial Analyst (CFA®) designation and am a member of the CFA Society Tampa Bay. I have been an active member of the Habitat for Humanity, New York Common Pantry and Project Hospitality. Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC.Please follow this link to Important Disclosure Information:http://raymondjames.com/smrja.htm
Experience
Senior Financial Planning Consultant
Feb 2025 — Present · St. Petersburg, FL, US
Education
Flagler College
Bachelor of Arts - BA, Accounting, Finance and Business Administration
2014 — 2018
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.