James Gilbert Carroll is a seasoned financial advisor with more than three decades of experience guiding individuals, families, and institutions through complex financial decisions. Since beginning his career in 1994, he has built a reputation for disciplined strategy, client-centered planning, and long-term wealth stewardship.
James launched his career with UBS, where he developed a strong foundation in portfolio management, investment research, and client advisory services. His early years at UBS were instrumental in shaping his analytical approach and commitment to fiduciary excellence.
He later joined Merrill Lynch-Bank of America, expanding his expertise in wealth management and working with high-net-worth clients on diversified investment strategies. During his tenure, he refined his ability to align financial plans with clients’ long-term goals, particularly in retirement and legacy planning.
Continuing his career progression, James moved to Charles Schwab, where he embraced a more client-accessible model of investing. There, he focused on combining technology-driven solutions with personalized advisory services, helping clients navigate evolving market conditions with clarity and confidence.
At Fidelity Investments, James further broadened his scope, delivering comprehensive financial planning services that integrated investment management, tax strategies, and risk mitigation. His work emphasized holistic financial health and long-term sustainability.
Most recently, James left Truist Investment Bank, where he was a regional manager and financial advisor where he brings together decades of experience to serve clients in a dynamic and competitive financial landscape. His approach combines traditional investment principles with modern market insights, enabling clients to make informed and confident financial decisions.
Throughout his career, James Gilbert Carroll has remained committed to integrity, transparency, and personalized service. His deep industry knowledge, coupled with a steadfast dedication to his clients’ success, has made him a trusted advisor across multiple market cycles.
Star City Private Wealth is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.