Paul Carroll in

Paul Carroll

Chief Investment Officer at Pinnacle Family Advisors
📍 Springfield, Missouri, United States

Paul Carroll is the Chief Investment Officer for Pinnacle Family Advisors, where he manages investment portfolios and strategies. A graduate of Missouri State University with a B. S. in Accounting, he previously worked at Raymond James and Wachovia. He has a history of civic engagement, including serving as president for the Springfield Police and Fire Pension Board.

Before his finance career, Paul was involved in mission organizations, serving in locations like the Philippines. He is also a board member for American Logos, an organization he became involved with after attending a tournament in Romania with his son. He balances his professional life with his role as a husband and father.

Pauls guiding principle for advising clients is to first help them answer the fundamental question: "What is the money for? "

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Experience
25 Years
Current Role
Chief Investment Officer
Job Level
Leadership
Location
Springfield, Missouri, United States
Personality Overview
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Priorities

Topics Paul cares about

Investment Management
As Chief Investment Officer, he manages client portfolios and oversees investment strategies for multiple funds, including proprietary mutual funds.
Fiduciary Responsibility
His firm operates as a Registered Investment Advisor, legally and morally bound to a fiduciary standard, always acting in the client's best interest.
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Career

Work history

11-2008
Chief Investment Officer
Pinnacle Family Advisors
12-2005 - 11-2008
Financial Advisor
Raymond James Financial Services
2-2000 - 12-2005
Financial Advisor
Wachovia Securities
In the press

Media appearances

Interview: Sean McCurry & Paul Carroll Of Pinnacle Family Advisors. Featured in Pod.link
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Education
1987 - 1991
Bachelor of Science (B.S.)
Missouri State University
Social presence
in

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