Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

Watch now

The Carroll Group

Contact Us
Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management

The Carroll Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Jenna M Carroll

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.

Forbes "Top Women Wealth Advisors Best-in-State” 2023
Published on February 2, 2023. Rankings based on data as of September 30, 2022.*

Forbes "America's Top Women Wealth Advisors" 2021 and 2020
Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year.

Click here to learn more about advisor recognitions

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Michael Ferris

Alternative Investments Regional Specialist

Bank of America, N.A.

Keelan F King

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #482822

Amany Issac

Wealth Management Banking Specialist

Merrill

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome content

Connecting the dots in clients’ financial lives by connecting in ways they’d want from a financial advisor, The Carroll Group’s members serve accomplished individuals (and often, their extended families) in Massachusetts and nationwide. Clients include Private Equity fund managers,  money managers and other financial professionals, attorneys, physicians, corporate executives, retired couples, and divorced and widowed women.

“We are proactive and proficient in helping clients manage and optimize their liabilities,” Jenna Carroll explains. “Our banking backgrounds inform our perspectives, so that we scrutinize both sides of clients’ balance sheets. Using debt wisely is an essential, but often overlooked way to help clients enjoy tangible financial benefits. Nearly every week, we access the banking services available through Bank of America and work with our bank colleagues to offer residential, securities-based or corporate lending.” - Jenna Carroll

Philosophy

We believe that the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth on to future generations? With access to the investing insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America, we will work with you to develop strategies that are designed to address your priorities and financial needs.

“Clients are busy and want convenience,” Josh Cotter points out. “Whether we manage a client’s real estate, bring a Bank of America Private Bank (formerly U.S. Trust) specialist to the table, coordinate with a client’s CPA or attorney, or discuss a car loan with a client, the impact we can have on clients’ lives and lifestyles is a source of pride for all of us."

Approach

Another hallmark of The Carroll Group is its “hands-on, ears-open” approach. In the spirit of helping clients achieve meaningful goals, the team wants to learn “everything” about clients – their concerns, motivations and aspirations (what keeps them up at night and what gets them up in the morning).

”When it comes to investments, The Carroll Group believes in providing compatibility between clients’ goals and assets. Highly transparent about risk and costs, Jenna and Josh aim to create tax-efficient, low-cost portfolios that often include index funds, stocks and a menu of alternative investments.


*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

Focus on Individuals and Families

Focus On Individuals and Families
We work primarily with high-net-worth individuals and families. We’ll begin by getting to know you as we explore the following seven priorities together:

Health: Managing healthcare expenses, now and in the future
Home: Upsizing, downsizing, remodeling or buying a vacation home
Family: Taking care of your family and other people in your life
Leisure: Spending your free time in meaningful ways
Giving: Volunteering, mentoring others and giving to charities
Work: Working in retirement, selling or starting a business
Finance: Bringing it all together and defining your financial goals

We work closely with other trusted professionals to help clients pursue their goals, drawing on the investment insights of Merrill Lynch Wealth Management and access to the banking convenience of Bank of America as we do so.

“Having taken our roles beyond the balance sheet – and worked closely with both spouses and their children – we consider many clients our good friends. We’ve also received calls from hospital rooms, when a client is sick. Those occasions remind us of how we’re perceived and the trust we’ve earned,” Jenna adds.


Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    DigitalMerrill2.png 
    Transcript of Video

    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Request Appointment

      Articles

      DISPLAYING:

      Market Briefs

      Women’s Superpower: Investing

      How should taxes factor into your investment decisions?

      6 Surprising Benefits of Having a Financial Plan

      Social Security: Aiming for Smarter Payments

      5 questions to help plan for healthcare costs in retirement

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


      MLBrochure.png

      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Anthem video thumb.jpg 
      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.