Wisdom From The Women Leading The Finance Industry, With Jamie Carroll Of Ballast Rock Private…

Authority Magazine: Wisdom From The Women Leading The Finance Industry, With Jamie Carroll Of Ballast Rock Private Wealth An Interview With Vanessa Morcom -- Listen Share “You don’t have to be perfect; you just have to be consistent.” “You don’t have to be perfect; you just have to be consistent.” As a part of our series about “Women Leading The Finance Industry”, I had the pleasure of interviewing Jamie Carroll. With a varied background in the financial services industry, Jamie Carroll is a Wealth Advisor who works closely with clients to develop a comprehensive approach to managing wealth and devising tailored initiatives to help them pursue their goals, addre

ss their concerns, and act on their long-term aspirations. Prior to joining Ballast Rock Private Wealth, Jamie was a financial advisor at Merrill Lynch Wealth Management, where she worked with high-net-worth clients to create financial strategies to match their needs and goals. Jamie began her career in accounting and later worked in marketing. She is a graduate of Texas A&M, College Station, where she earned her Bachelor of Science degree in sport management. Jamie also holds a post-baccalaureate certificate in accounting from the University of Louisiana at Monroe.

She resides in Louisiana with her husband and three children. Thank you so much for joining us in this interview series! Can you tell us the “backstory” about what brought you to the finance field? I started working in a very financially minded CPA firm, but as my career evolved, I knew I wanted to move closer to my clients and made the jump to becoming a financial advisor. When I made that change, I really knew I had found a better fit for me.

I find that getting to see the whole financial lives of my clients and develop strategies to support them, best allows me to be more impactful and is much more in line with my skill set than sitting behind a desk and just crunching numbers to file their taxes. I like being able to build a long-term relationship with my clients, identifying their goals and desires and helping them to reach those goals. Can you share with our readers the most interesting or amusing story that occurred to you in your career so far?

Can you share the lesson or take away you took out of that story? A few years ago, I worked with a client who grew his business faster than he ever imagined was possible. In just a few short years, he built something powerful, something most people can only achieve after a decade or more. But as his business grew, so did his temptation to compare himself to others. He looked at other business owners (many of whom had been around for 15 years-plus) and measured his progress against their cars, homes and visible successes. Without realizing it, he started chasing symbols instead of staying grounded in his own journey.

Somewhere along the way, it was obvious to me that his focus had shifted. He scaled too fast, relied too heavily on debt and stopped paying close attention to the foundation that had gotten him there in the first place. When things became difficult, it forced him to pause, and with that pause came some clarity. That is when he truly understood: the plan we built together was designed for him. His goals, his timeline, his life. Comparing his chapter three to someone else’s chapter fifteen was never a fair comparison. It was a personal breakthrough for him.

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