Jacob Carroll

Jacob is a Client Service Associate at RTD Financial. His primary role is to work closely with the Financial Planners to help meet all client requests and make life easier for them.

Prior to joining RTD, Jacob was a Sales Associate at Ocean Prime Philadelphia. Jacob graduated from Temple University with a Bachelor of Science in Finance. During his time at Temple, Jacob participated in the Professional Sales Organization and Financial Planning Association.

Jacob is originally from Northern Kentucky, near the Cincinnati area, and moved to Philadelphia to pursue his education. He is still a long time Cincinnati sports fan, but slowly coming around to Philly sports teams.

Getting to know Jake

What do you enjoy most about working at RTD?

  • We have a great group of people who are kind and outgoing and also enjoy what they do.

What makes you good at what you do?

  • My excitement to learn and improve with the goal of being better today than I was yesterday.

What’s the best piece of advice you’ve received?

  • You only fail when you stop trying. Every mistake is a lesson you can apply to improve yourself.

What are your passions outside of work?

  • I enjoy spending time with my loved ones. I’m also passionate about physical activities, such as basketball, weightlifting, and hiking.