Chris Carroll, CFP®

Inquirer
DISC Type : cd

Managing Director at J.P. Morgan

Philadelphia, Pennsylvania, United States

Overview

Chris is a Managing Director and CERTIFIED FINANCIAL PLANNER™ at J. P. Morgan, where he leads The Carroll Group in Philadelphia. He specializes in comprehensive wealth and portfolio management for high-net-worth clients. He holds a B. A. in Diplomatic History from the University of Pennsylvania and began his career at Merrill Lynch.

Deeply engaged in his professional community, Chris is an active member of The National Financial Planning Association and The Philadelphia Estate Planning Council. This reflects his commitment to the highest standards of financial strategy and client advisement within the Philadelphia area.

Unique fact: Chris leverages an uncommon academic background in Diplomatic History for his career in global finance.

Personality Overview

Hard To Convince

Upfront

ROI Conscious

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

Wealth Management
He leads a wealth advisory group at J. P. Morgan, providing comprehensive strategies for high-net-worth individuals, families, and business owners.
Investment Strategy
His public posts analyze emerging markets, inflation-resistant sectors like utilities and healthcare, and portfolio shaping based on market volatility.
Geopolitical Economics
Frequently discusses how global tensions, defense spending, and central bank policies are influencing market behavior and investment decisions.

Media Appearances

Chris has no verified media appearances

Work History

9-2015
Managing Director at J.P. Morgan
5-2010 - 9-2015
Institutional Equity Sales at Janney Montgomery Scott
3-2003 - 5-2010
Institutional Equity Sales at JPMorgan Chase
7-2000 - 3-2003
Private Banking at Merrill Lynch

Education

1996 - 2000
Education details unavailable from University of Pennsylvania

More Information

Social Presence :

Prographics :

Exp : 25 Location : Philadelphia, Pennsylvania, United States Job Level : Mid-senior Designation : Managing Director at J.P. Morgan
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Insights For Selling To Chris

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Get to the point quickly instead of spending too much time on pleasantries
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Avoid long winding pitches, stay objective
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chris is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Chris

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Chris move?

  • Their decision making speed is somewhere in the middle.
  • Can Chris take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Chris

Personality Compatibility


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