About Cynthia

Cynthia Carroll is a Vice President and Investment Associate at J.P. Morgan Wealth Management.

As a member of The Hanson Group, Cynthia delivers personalized support to high-net-worth clients and private business owners. She is involved in analytical and operational oversight for the day-to-day workings of the team and strives to offer excellent customer service to all stakeholders. She collaborates with advisors and clients to create a bespoke experience and provide answers to everyday client needs.

Cynthia graduated from MSU with a B.S. in Finance and a double major in Economics. She subsequently began her career in New York City, working for Barclays Investment Bank while simultaneously enrolling in her university's M.B.A. in Finance program.

After a few years, Cynthia moved to Goldman Sachs and then J.P. Morgan, where she continued to grow and gain valuable experience in the field of finance within the Investment Banking divisions. She worked for almost a decade in New York City before moving to the sunny state of Florida, changing divisions and joining the J.P. Morgan Wealth Management team.

She holds FINRA Series 7 and 66 securities licenses.

Markets

Finding opportunity in increasing deficits

May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
Wealth Planning

J.P. Morgan Summer Reading List 2025

May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Retirement

Helping your parents retire: How to get started

May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now