Jamie Carroll joins as a Wealth Advisor
CHARLESTON, S.C., November 8, 2024 -- Ballast Rock Private Wealth (“BRPW”), the independent registered investment advisor that provides holistic financial advice to accredited high-net-worth individuals, today announced that Jamie Carroll has joined the firm as a Wealth Advisor.
With a background serving high-net-worth individuals and families, Jamie Carroll will provide support across the financial spectrum, from retirement to legacy and generational planning. Before joining BRPW, Jamie was a financial advisor at Merrill Lynch in Monroe, LA.
“Jamie is an exceptional advisor who goes above and beyond to serve clients and do what’s in their best interests,” said BRPW Chief Executive Officer Andrew Mescon. “We’re thrilled that she’s chosen to further her career at Ballast Rock Private Wealth and look forward to supporting Jamie’s continued growth and development.”
When advising clients, Jamie says they should view her as their personal CFO, reaching out when big financial situations arise. She chose to continue her career at Ballast Rock Private Wealth because of the firm’s focus on clients and mentorship.
“BRPW is willing to mentor, educate and train, and their goal in working with clients is specific to each person,” Carroll said. “I want to thank Andrew and the entire team for giving me an opportunity to work at a firm where people truly come first.”
Before Merrill Lynch, Carroll worked in marketing and as an accountant. She earned her bachelor’s degree from Texas A&M University and holds a post-baccalaureate certificate in accounting from the University of Louisiana at Monroe.
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About Ballast Rock Private Wealth:
Ballast Rock Private Wealth is an independent Registered Investment Advisor that provides holistic financial advice to accredited high-net-worth individuals. The firm, formed in 2022 by investment management firm Ballast Rock, focuses on offering objective, unbiased guidance with an enhanced focus on alternative investments.
About Ballast Rock
Ballast Rock is an integrated investment management company specializing in delivering risk-adjusted returns, accurate, and timely advice, high quality frequent reporting, and direct access to management. Ballast Rock operates Ballast Rock Asset Management, Ballast Rock Private Wealth, and Ballast Rock Capital. Ballast Rock Asset Management comprises Ballast Rock Real Estate, which includes the firm’s Sunbelt multifamily real estate funds, and Ballast Rock Ventures, comprising venture capital and private equity teams. Ballast Rock Private Wealth is a registered investment advisor, with a focus on alternative strategies. Ballast Rock Capital (member FINRA/SIPC) is an SEC-registered broker-dealer. Ballast Rock is committed to being a driver of positive change. The diversity of our team members brings valuable new perspectives to our industry for the benefit of our stakeholders and the broader community.