Darcy Carroll, vice president, is a wealth advisor with William Blair’s Private Wealth Management group. She advises clients on the importance of asset allocation, diversification, risk analysis, and portfolio rebalancing. Darcy primarily focuses on the creation, implementation, and oversight of prudent personal, tax-efficient investment strategies based on a thorough understanding of each client’s goals and objectives using William Blair’s equity research and open-architecture platform. She has a deep knowledge base related to estate planning tools and strategies with a focus on estate, multi-generational, and philanthropic planning. Before joining William Blair, Darcy was a portfolio ma