Kelly Graves Team
Kelly Graves and his team work with local families and small businesses to assist them in pursuing their financial goals, including college, retirement, and estate planning as well as wealth transfer. With a combined 83 years of experience in financial planning, Kelly’s team utilizes their various skills and strengths to handle all of their client’s investment and planning needs.
Heading up the team is B. Kelly Graves, a Certified Financial Planner® and thirty year veteran and Partner at Carroll Financial. He offers clients a full array of financial planning and investment management strategies. S. Brett Boner specializes in working with young families, helping them build wealth for their futures. Christopher Rogers, Christine Neese, and Taylor Lucas assist both planners with the daily needs of their clients and account servicing issues.
Kelly, Brett, Chris, Christine, and Taylor pride themselves on providing their clients with a personalized plan to help reach their goals, while offering the highest level of service in a welcoming environment.
For individual information about each team member, please click on the names below.