David Bio Formal

How I got here:

“I have always been passionate about financial planning. After graduating from Le Moyne College, I worked for a large financial services firm, where I soon realized commission-based brokerage investing wasn’t aligned with my beliefs. This brought me to Rockbridge, where I’m free to make our clients’ best interests my top priority.”

Favorite part of the job:

“I enjoy helping people make sense of their financial situation. Being able to make a difference by simplifying people’s finances is very rewarding, and is something I find thoroughly satisfying.”

Experience

LinkedIn

Education:

CERTIFIED FINANCIAL PLANNER®, (CFP®)
Finance (B.S.), Le Moyne College

Professional organizations:

Greater Utica Chamber of Commerce

Beneath the surface:

David resides in Bridgeport, NY and is an avid fisherman. In the summer you can find him fishing Oneida Lake for walleye (or anything that will bite!). During the winter months you’ll find him playing hockey and cheering on his beloved Buffalo Sabres (no matter how many games they win!)

Contact:

Call 315-671-1929 or email dcarroll@rockbridgeinvest.com.

GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a meeting

GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a meeting