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.

Outlook

Outlook 2025: Building on Strength | Key Takeaways

November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
Wealth Planning

We need to talk: Communicating your estate plan with your family

November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Cybersecurity

Your house may be spying on you. Save yourself.

November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now