Chris Carroll, CFP®
Inquirer · DISC type cdChris 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.
Read the full overview →How Chris shows up
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.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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