A Team You Can Trust
Meet Our Team
Charles B. Carroll, Jr., CFP®
Senior Vice President, Head of Wealth Strategy
A Certified Financial Planner® and proven leader and coach, Charlie has enjoyed a long and successful career in leading investment teams. As Head of Wealth Strategy, at First County Advisors he is responsible for building solutions and forging partnerships to provide the highest level of client service.
“I’m proud to build on the success of First County Advisors and to lead a stellar team to make an impact for our customers and colleagues today and in the future.”
A strong foundation of success – and serving others
Charlie has worked in Wealth Management since the start of his career as a Financial Planner with Ameriprise. He joined First County Advisors in 2020 from TD Ameritrade, where he served as the Director of Sales Partnerships and worked very closely with TD Bank.
He holds a Bachelor of Science in Marketing with a concentration in Economics from American International College.
He lives in Middlefield, CT with his wife and two children, and actively supports the Special Olympics.