Greg Carroll

Our Mission

Financial Life Plans for today with a clear vision for tomorrow.

Expertise

Greg understands that setting aside time to review your finances isn’t easy, but it is essential.  His objective is to help families realize that now is the time to start saving toward their financial goals whether those goals are college tuition, asset protection, or for retirement.  Greg also helps clients protect their families while working towards their goals by obtaining appropriate levels of life and disability insurance.  Greg has obtained his Series 7, 63 and 65 registrations as well as Life and Health licenses. 

He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

Personal

Greg obtained a degree in education at Loyola College in Baltimore in 1998 while being a scholarship athlete.  After Loyola, Greg coached lacrosse for a number of years and was the defensive coach for the Division 1 team at the University of Delaware.   Greg resides in Wilmington, Delaware, and loves spending time at the beach with family, his two Corgi’s - Rocket and Groot.  He is also very good at ping pong.