Hello!
Matthew Carroll
Wealth Advisor at J.P. Morgan
About Me
Matthew Carroll has always been a go-getter. After spending 12 years in management with Major League Baseball, seven with the Atlanta Braves, and five with the St. Louis Cardinals, he's learned how to hustle and get things done. As a highly successful financial advisor, Carroll attributes his ability to help clients reach their goals to his years of experience in the fast-paced world of sports administration. Today, Carroll serves clients as a Wealth Advisor with J.P. Morgan Wealth Management in Philadelphia. He loves being able to help people achieve their dreams, and he takes great pride in providing top-tier service that exceeds his client's expectations.
Portfolio
Matthew Carroll
Recent News
April 25, 2023
Can a Trustee Withdraw Money From a Trust Account?
Trusts can be a great way to manage your assets during your lifetime and after your death. However, they have some strict rules that trust account must follow. If you’re a trustee, know the rules before withdrawing any money. Otherwise, you could get in trouble for misconduct. Taking Money From a Trust Account A trust is […]
March 27, 2023
The SEC Might Mandate Swing Pricing for Most Funds
The Securities and Exchange Commission might be about to mandate swing pricing for most open-end funds. This would fundamentally alter how investors buy and sell shares in these investments. Swing pricing is designed to help fund shareholders bear their transactions’ trading costs. Specifically, it requires funds to adjust their net asset value per share whenever […]
January 27, 2023
The SEC Might Mandate Swing Pricing for Most Funds
The SEC might mandate swing pricing for most funds, which would be a boon for investors and fund managers. However, some impediments to this type of pricing in the U.S. should be watched closely. For example, there are various transition periods in which funds must adjust their pricing to comply with the rules. Also, there […]
January 18, 2023
Technology and Succession Drive Next-Gen-Family Disconnect
Despite the increasing awareness that a new generation of high-net-worth individuals is coming into the market, many believe the future of wealth will be determined by technology and succession. The fam and the next-gen face a disconnect that could be worsened by the introduction of artificial intelligence and the increasing complexity of the business. The […]