Kevin Carroll, CFP®

Client Management

At Callan Family Office, Kevin brings over 22 years of experience in the financial services industry to collaborate with clients and their advisors to meet the unique needs of complex, multi-generational wealth, and foundations.

Prior to Callan Family Office, Kevin was a director of client management and client service for Abbot Downing, Wells Fargo’s ultra-high-net-worth practice. At Abbot Downing, Kevin provided a comprehensive suite of services, managing all areas of financial and estate planning, private banking, trust administration, and investment management for his clients.

Previously, Kevin held various positions within Wells Fargo’s wealth and investment management group including serving as a trust advisor and an account manager for Calibre the multi-family office of Wachovia Bank, a predecessor of Wells Fargo.

Kevin graduated from the University of North Carolina at Greensboro with a bachelor’s degree in finance, insurance, and real estate.

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Our goal is to orchestrate the opportunities associated with wealth and provide a clear path forward. To learn more about how we can best serve you, please reach out to our team.

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