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Brad Carroll, Financial Advisor

FINANCIAL ADVISOR
Brad Carroll

255 Majors Path, Suite 1, St Johns, NL A1A 0L5opens in a new window
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Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Business retirement plans
  • Wealth protection strategies
  • Estate and legacy strategies
  • Divorce finances

About Brad

Brad Carroll and his team - Alison Whiteway and Debbie Devereaux - partner with successful business owners, professionals and their families to reach their financial goals. They follow a 5 Step Process that offers strategies to prepare for retirement, for rising income in retirement, risk management, pension, tax and estate needs.

Brad's passion for planning and desire to provide tailored financial solutions to his clients has resulted in consistent positive recognition for his team. His attention to detail and ability to listen keep his clients well positioned to reach their financial goals.

In 2019, Brad became an owner through limited partnership....

Work History

  • Edward JonesNovember 2011 to Current

Education

  • Memorial Univ of NewfoundlandBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Traveling
  • Pets
  • Home Improvement

Team Members

  • Alison Whiteway
    Sr. Branch Office Administrator
  • Debbie Devereaux
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(709) 579-6223

Fax

(877) 818-2671

Office Address

255 Majors Path
Suite 1
St Johns, NL A1A 0L5opens in a new window

More to explore

My priorities

What are your priorities?

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Setting your path

We use an established process to help you reach your goals.

Learn More