Harry Carroll, AIF®

Partner, Financial Planner

Harry helps executives, families, and businesses achieve their goals through comprehensive financial planning and wealth management strategies. In his more than 20 years of experience, he’s seen the markets change, the industry transform; and he’s evolved along with these changes. Harry has earned the Accredited Investment Fiduciary® designation, and holds his Series 7 and Series 65 securities licenses. A graduate of Rutgers University, New Brunswick, Harry resides in Moorestown, NJ and coaches the high school varsity crew team.