Jay Carroll
Managing Member and Founder
(617)772-0266 tel
jcarroll@colonialwealth.com email

Jay Carroll is the managing member and founder of Colonial Wealth Management, Inc. Jay has been providing financial planning and investment advisory services to individuals and families for over 15 years. Prior to founding Colonial Wealth Management he was a managing director at one of Boston's largest financial firms. Jay has broad-based expertise in financial planning, individual tax planning and asset management, with a particular focus on asset allocation and investment strategies.

Mr. Carroll is a graduate of Boston College, the College for Financial Planning, a fellow of the Life Underwriters Council and serves as an office of supervisory jurisdiction for LPL Financial.

He resides in Wellesley, MA with his wife & 3 children.

David Valente
Director of Operations
(617)772-0266 tel
dvalente@colonialwealth.com email

David Valente is the director of operations at Colonial Wealth Management, Inc. and has been part of the CWM team since 2003. Dave manages the operations for the firm and is responsible for new client integration, general account maintenance, trading and technology.

Prior to joining CWM, David worked at MET and American Express as a financial advisor.

Mr. Valente is a graduate of Boston College & Suffolk University Law School. He currently resides in Weymouth, MA.