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  • Syracuse, NY Rockbridge Investment Management

David Carroll, CFP ®

How I got here:

“I have always been passionate about financial planning, and after graduating from Le Moyne College I worked for a large financial services firm.  I soon realized the investment philosophy used at these larger brokerage firms was not aligned with my beliefs, which brought me to Rockbridge.  I am now proud to say I work for a firm that truly acts in the best interest of their clients.

Favorite part of the job:

“I enjoy helping people make sense of their financial situation.  Being able to make a difference by simplifying people’s finances is very rewarding and is something I thoroughly enjoy.


Linked In Profile


Finance (B.S.), Le Moyne College

Professional Organizations:

Greater Utica Chamber of Commerce

Beneath the surface:

In my spare time, I enjoy playing hockey and golf.  I am a huge Buffalo Sabres fan and enjoy watching hockey in general.  Also, people find it particularly interesting that I am an identical twin.


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