
Aisling Carroll
About
Aisling Carroll is an accomplished and well-respected industry veteran with 25+ years of leadership experience in financial services, primarily in the RIA space. With a proven track record for driving organic growth, Aisling serves as Chief Partner Programs Officer at Wealth Enhancement where she leads the firm’s Custodial Referral Program (CRP) expansion strategy.
Aisling joined Wealth Enhancement from Mariner Wealth Advisors where she was a key driver of several of the firm’s growth initiatives. During her tenure, Aisling developed and implemented the firm’s growth strategy for Fidelity and Schwab’s Custodial Referral Program which experienced tremendous growth and success under her leadership. Aisling also established and rolled out a CPA Alliance program and worked in close collaboration with Mariner’s Advisor Solutions groups (Tax, Trust, Insurance, M&A, and Investment Solutions team).
In 2020 Aisling was tapped by Mariner’s Chief Executive Officer to create a 1099 affiliation model, Mariner Platform Solutions, which provides back and middle office solutions to independent advisors. Aisling supported key acquisitions to the platform and implemented several referral programs including share of wallet, client referral, and COI client acquisition programs.
Prior to joining Mariner, Aisling spent 11 years at Fidelity where she worked in financial consulting and business development. During her time there, she worked with hundreds of RIAs, helping them grow and create enterprise value for their firms.
Aisling resides in New York City with her family. She loves to travel, enjoys the arts and spending time with friends and family.
Articles by topic
No results for "[current-page:query:keyword]"
We searched through our content archive and didn't find any matches.