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? "
Paul Carroll
Chief Investment Officer at Pinnacle Family Advisors
Springfield, Missouri, United States
Overview
Topics They Care 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.
Civic Service
Served for eight years on the Springfield Police and Fire Fighters Pension Board, including two terms as President of the Board.
Media Appearances
Interview: Sean McCurry & Paul Carroll Of Pinnacle Family Advisors. Featured in Pod.link
Work History
11-2008
Chief Investment Officer at Pinnacle Family Advisors
12-2005 - 11-2008
Financial Advisor at Raymond James Financial Services
2-2000 - 12-2005
Financial Advisor at Wachovia Securities
Education
1987 - 1991
Bachelor of Science (B.S.) from Missouri State University
More Information
Social Presence :
Prographics :
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Location : Springfield, Missouri, United States
Job Level : Leadership
Designation : Chief Investment Officer at Pinnacle Family Advisors
