About

Since December 2018, Matthew Carroll has served clients as a Wealth Advisor with J.P. Morgan Wealth Management in Philadelphia. As a highly successful financial advisor, he attributes his ability to help clients reach their goals to his years of experience in the fast-paced world of sports administration. He spent 12 years in management with Major League Baseball, seven with the Atlanta Braves, and five with the St. Louis Cardinals. He was involved in every aspect of the business, including player acquisition, roster building, scouting, and relationship management.

During his time in professional sports, Carroll demonstrated his ability to make connections and grow them into long-lasting, effective relationships. He also honed his skills in business development, project management, and financial decision-making. His meticulous attention to detail and excellent communication skills help him excel at his work with diverse populations of investors at all levels. He takes the time to understand every client's individual goals so that he can help them develop a plan to meet those targets.

Current Role & Duties

Matthew works with high-net-worth clients to develop investment and wealth planning strategies. Using his knowledge of professional athletes and their families, he walks his athlete clients through every step of the wealth-building journey starting from the recruitment phase. He also takes care of his clients off the field through custom concierge services. Those services include helping his clients form beneficial partnerships with agencies, coaches, and training facilities. He monitors clients' long and short-term investments to ensure they stay on track with the personalized financial plan.

While Matthew Carroll Atlanta Braves' background is unusual among financial advisors, his interactions with elite-level professional athletes translate well into his work with executives in other industries. He understands the sense of urgency that an athlete may feel when injuries can end a career prematurely. Executives at the top of their earning potential may feel a similar pressure when the stock market and corporate boards can change on a whim. Balancing assets and liabilities, preparing for retirement, and passing along wealth to the next generation are just a few of the essential goals that he can help clients reach.

While taking care of his current clients is a priority, Matthew also works hard to identify new clients that may benefit from his knowledge and experience. He uses prospecting and referral strategies to reach new clients. Carroll's custom presentations and performance standards help him demonstrate how well he will care for their financial futures to potential clients. He understands that the highest praise his clients can give is the referral of their business and personal contacts, and he considers that sacred trust.

Education

Matthew graduated from Pennsylvania State University in 2005 with a Bachelor of Arts degree in Communications and a minor in Business Administration. He continued his education in his current professional role as a Wealth Advisor. Carroll demonstrates his dedication to his clients by maintaining several highly sought-after licenses and certifications, including the FINRA SIE/Series 6 license, FINRA Series 7 license, and NASAA Series 66 license.

Accomplishments

Matthew Carroll's background features many impressive accomplishments dating back to his years as a college student. He attended the University of Maryland in College Park on a baseball scholarship. He later transferred to Pennsylvania State University, where he played at the ultra-competitive Division 1 level for four years. He was the team captain his senior year and a 4-year varsity letter winner. He also received many academic honors and scholarships. After college in 2006, Carroll participated in the Major League Baseball Scouting Bureau Scout School, finishing at the top of his class.

Matthew is incredibly proud of two accomplishments while working with major league baseball. He was part of the St. Louis Cardinals administrative team when they won the World Series in 2006. In 2010, Matthew left St. Louis and moved to the Atlanta Braves organization as the Special Assistant to General Manager. At the time, he was the youngest to hold that title in Major League Baseball.

Charitable Involvement

Carroll takes pride in his philanthropic contributions to the community. He regularly gives his time, talents, and treasure to various causes close to his heart. Two of his favorite reasons are the Tony LaRussa Animal Rescue Foundation and the annual Phillies Phestival fundraiser for ALS. He also helped organize a 5k event to support research into ovarian cancer.

Personal Interests

Though Matthew Carroll Atlanta Braves is dedicated to his clients, he occasionally enjoys downtime. Away from work, his favorite activity is spending quality family time with his wife, Ali, and son, Colin, at their home in Flourtown, Pennsylvania. He loves to fish and snow ski when he finds a few extra hours. Vacations often involve trips to the beach with friends and family. Carroll loves to stay active and busy in his professional and personal life.