Our 23 financial advisors offer many years of experience and provide services to the Charlotte, North Carolina area. Our advisors have earned professional designations including: CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Analyst (CFA®) and Certified Public Account (CPA), among others. To learn more about professional financial designations click here.
The Carroll Financial team is ready to assist you with the following services:
Each advisor is supported by the resources of the firm and many work within a team structure. Click below to learn more about each advisor's unique areas of expertise and how they help their clients. To learn more about our services and our team, contact us today!