David Carroll

Partner at Elk River Wealth

David Carroll is a Partner at Elk River Wealth and is responsible for co-leading the firm’s Omaha, NE office.

David is a Chartered Retirement Planning Counselor℠ and Certified Wealth Strategist® with 26 years of experience helping clients manage their wealth and achieve their complete financial goals. Specific area of focus include financial planning, investment management, insurance solutions, qualified retirement plans-IRA distribution, corporate stock options, business succession planning, retirement & estate planning, and trust services.

He most recently served as Wealth Management Advisor at Mutual of Omaha Bank, and before that at First National Capital Markets. David started his career in 1994 at Norwest Investment Services (now Wells Fargo).

David enjoys spending his free time with his wife, Liz, and daughters Ashley and Jessica.


  • Partner

    Current role

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