Bank of America Coronavirus Resource Center See details

The Carroll Group

push-top

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.

Jim Gallagher

Jim Gallagher

Trust Specialist

Merrill Lynch

Mark J Glynn

Mark J Glynn

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #3428

John P Walsh

John P Walsh

Retirement Specialist

Merrill Lynch

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

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 hedge fund and money managers, traders 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.


Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically 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.


Periodic 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.


    Monitoring 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.

    Wealth Management Your Way

    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.

      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.


      Merrill_Capabilities_Brochure.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.

      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.