Carroll Wert is a wealth management advisor in Rochester, NY.

Carroll specializes in providing cash flow, retirement, and estate planning to high-net-worth individuals and families. She worked at Cobblestone Capital Advisors as a principal and senior wealth planner for 27 years before the firm joined CAPTRUST in 2025. Prior to her time with Cobblestone, she served as a trust officer at Chase Manhattan Bank administering trusts and estates.

Carroll graduated from Saint Bonaventure University and earned her Bachelor of Business Administration degree in marketing.

Outside of the office, Carroll enjoys golfing, reading, and watching sports. Her favorite teams are the Buffalo Bills and Penn State University’s Nittany Lions.