Management

 

David J. Carroll, MST*

Principal, Chief Executive Officer
Palo Alto, CA

David Carroll specializes in wealth transfer life insurance and the design, implementation, and monitoring of large life insurance portfolios.  His clients are senior executives and shareholders of private and publicly held companies, prominent families with inherited wealth, and several are Forbes 400 families.

David has roughly 20 years of experience specializing in advising high net worth families in the area of estate planning and generational wealth transfer strategies.  Before joining Financial Architects Partners, he was with another national firm working with ultra affluent clients and their advisors.  He began his career at John Hancock Life Insurance Company where he spent more than 10 years focused on life company investments, systems, and insurance distribution.

David is a member of the Boston Estate Planning Council and has formerly served on the Council's Speakers Bureau. He has been a national conference presenter for both the M Financial Group and National Financial Partners on a variety of industry related topics. Additionally, he has been a speaker at the Boston Bar Association Brown Bag lunch series and Boston University Law School's Taxation Program. He is also the former Chairman of the Board for the West Suburban YMCA in Newton, Massachusetts, and previously served on its Board of Directors. David splits time between homes in Palo Alto, CA and Narragansett, RI with his wife and four children.

You may not know that David is a motorsports enthusiast and has raced both motorcycles and automobiles.

Education:

Master of Science in Taxation, Northeastern University Graduate School of Professional Accounting
Artis Baccalaureate, Harvard University

Contact:

260 Sheridan Avenue
Suite 401
Palo Alto, CA 94306
650-252-1700