James G. Carroll in

James G. Carroll

Wildcard · DISC type csi
Financial Advisor, Senior Investment Management Consultant, Corporate Retirement Director at Morgan Stanley
📍 Miami-Fort Lauderdale Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
33 Years
Current Role
Financial Advisor, Senior Investment Management Consultant, Corporate Retirement Director
Job Level
Senior
Location
Miami-Fort Lauderdale Area, United States
Personality Overview

How James shows up

Requires Proof
Friendly But Slow
Curious But Skeptical

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions

Priorities

Topics James cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2007
Financial Advisor, Senior Investment Management Consultant, Corporate Retirement Director
Morgan Stanley
3-1992 - 2-2007
Financial Advior, First Vice President & Senior Retirement Plan Consultant
Smith Barney Inc
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1985 - 1989
Bachelor of Science
University of Alabama
1982 - 1985
Education details unavailable
Cardinal Gibbons High School , Ft Lauderdale FL
Social presence
in
Behavioral profile

DISC profile (public)

c

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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