Patrick Carroll Email & Phone Number

Partner @ Merit Financial Advisors

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No credit card required.

Patrick Carroll Location

Rockville, MD, US

Patrick Carroll Work

2025 - now Partner @ Merit Financial Advisors
2006 - 2025 Founder @ The Dynamic Advisor Network (DAN)
1983 - 2025 Founder and CEO @ Obsidian Business Planning Solutions

Patrick Carroll Education

The American College
MSFS (Financial Services)
1995 - 1997
Virginia Tech
BS (Science)
1976 - 1980
American School of Vientiane
High School Diploma (High School/Secondary Diplomas and Certificates)
1972 - 1974

Patrick Carroll Skills

Accounting
Educational Workshops
Exit Planning for Business Owners

Program Management
Small Business
Estate Planning
Strategic Financial Planning
Management
Marketing
Business Intelligence

see less

Patrick Carroll Summary

Patrick Carroll, based in Rockville, MD, US, is currently a Partner at Merit Financial Advisors. Patrick Carroll brings experience from previous roles at The Dynamic Advisor Network (DAN) and Obsidian Business Planning Solutions. Patrick Carroll holds a 1995 - 1997 MSFS in Financial Services @ The American College. With a robust skill set that includes Accounting, Educational Workshops, Exit Planning for Business Owners, Program Management, Small Business and more. Patrick Carroll has 1 emails and 1 mobile phone numbers on RocketReach.

Patrick Carroll Emails

Found 1 emails

@meritfa.com

Patrick Carroll Phone Numbers

Found 6 phone numbers

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Patrick Carroll

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Charlotte, NC, US
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- nascar.com
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- +1 845-639-XXXX
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Patrick Carroll

President at Focus Business Development Powered by Sandler Training

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Patrick Carroll

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Patrick Carroll

President and General Counsel at Investors Associated, LLP

Milwaukee, WI, US
2
- gmail.com
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5
- +1 414-827-XXXX
- +1 262-617-XXXX
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- +1 734-854-XXXX
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- meritfa.com
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Brian Green

Chief Product Officer at Merit Financial Advisors

Omaha, NE, US
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Robyn Jameson

Managing Director, Partner at Merit Financial Advisors

Philadelphia, PA, US
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Brian Andrew

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Mark Christensen

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Patrick Noonan

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Boston, MA, US
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Doug Baxley

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Samantha Allen

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