Since December 2018, Matthew Carroll has served clients as a Wealth Advisor with J P Morgan Wealth Management in Philadelphia. As a highly successful financial advisor, he attributes his ability to help clients reach their goals to his years of experience in the fast-paced world of sports administration. Carroll spent 12 years in management with Major League Baseball, seven with the Atlanta Braves, and five with the St. Louis Cardinals. He was involved in every aspect of the business, including player acquisition, roster building, scouting, and relationship management.
During his time in professional sports, Carroll demonstrated his ability to make connections and grow them into long-lasting, effective relationships. He also honed his skills in business development, project management, and financial decision-making Carroll's meticulous attention to detail and excellent communication skills help him excel at his work with diverse populations of investors at all levels. He takes the time to understand every client's individual goals so that he can help them develop a plan to meet those targets
Current Role & Duties
Matthew Carroll works with high-net-worth clients to develop investment and wealth planning strategies. Using his knowledge of professional athletes and their families, Carroll walks his athlete clients through every step of the wealth-building journey starting from the recruitment phase He also takes care of his clients off the field through custom concierge services Those services include helping his clients form beneficial partnerships with agencies, coaches, and training facilities He monitors clients' long and short-term investments to ensure they stay on track with the personalized financial plan
While Carroll's background is unusual among financial advisors, his interactions with elite-level professional athletes translate well into his work with executives in other industries. He understands the sense of urgency that an athlete may feel when injuries can end a career prematurely Executives at the top of their earning potential may feel a similar pressure when the stock market and corporate boards can change on a whim. Balancing assets and liabilities, preparing for retirement, and passing along wealth to the next generation are just a few of the essential goals that Matthew Carroll can help clients reach
While taking care of his current clients is a priority, Matthew Carroll also works hard to identify new clients that may benefit from his knowledge and experience. He uses prospecting and referral strategies to reach new clients. Carroll's custom presentations and performance standards help him demonstrate how well he will care for their financial futures to potential clients. He understands that the highest praise his clients can give is the referral of their business and personal contacts, and he considers that sacred trust
Education
Matthew Carroll graduated from Pennsylvania State University in 2005 with a Bachelor of Arts degree in Communications and a minor in Business Administration He continued his education in his current professional role as a Wealth Advisor. Carroll demonstrates his dedication to his
clients by maintaining several highly sought-after licenses and certifications, including the FINRASIE/Series 6 license, FINRASeries 7 license, and NASAASeries 66 license.
Accomplishments
Matthew Carroll's background features many impressive accomplishments dating back to his years as a college student He attended the University of Maryland in College Park on a baseball scholarship. He later transferred to Pennsylvania State University, where he played at the ultra-competitive Division 1 level for four years He was the team captain his senior year and a 4-year varsity letter winner Carroll also received many academic honors and scholarships After college in 2006, Caroll participated in the Major League Baseball Scouting Bureau Scout School, finishing at the top of his class
Matthew Carroll is incredibly proud of two accomplishments while working with major league baseball He was part of the St Louis Cardinals administrative team when they won the World Series in 2006. In 2010, Carroll left St. Louis and moved to the Atlanta Braves organization as the Special Assistant to General Manager At the time, Matthew Carroll Atlanta Braves, was the youngest to hold that title in Major League Baseball
Charitable Involvement
Matthew Carroll takes pride in his philanthropic contributions to the community He regularly gives his time, talents, and treasure to various causes close to his heart. The Tony LaRussa Animal Rescue Foundation and the annual Phillies Phestival fundraiser for ALS are two of his favorite causes Carroll also helped organize a 5k event to support research into ovarian cancer
Personal Interests
Though Carroll is dedicated to his clients, he occasionally enjoys some downtime. Away from work, Matthew Carroll's favorite activity is spending quality family time with his wife, Ali, and son, Colin, at their home in Flourtown, Pennsylvania He loves to fish and snow ski when he finds a few extra hours. Vacations often involve trips to the beach with friends and family. Carroll loves to stay active and busy in his professional and personal life