Cindy works closely with her clients to create financial plans for their goals before and during retirement. She focuses on helping her clients define and realize their goals in all stages of their lives. She is able to assist with all aspects of financial planning including wealth accumulation, retirement income and education planning. Cindy also has experience in portfolio management and trading from her work in our managed accounts department.
Cindy joined Carroll Financial Associates in 2011 and is a financial advisor on Larry and Kris Carroll’s Team. She graduated magna cum laude from Virginia Tech with a major in finance and a minor in International Business. She also earned a Commonwealth Scholar degree from the University Honors program. Cindy has since earned the Certified Financial Planner™ (CFP®) and Certified College Funding Specialist (CCFS™) certifications.
Cindy lives in Charlotte with her husband Adam and their Golden Retriever Dawkins. She and Dawkins are a certified Therapy Dog International® team and volunteer at various facilities throughout the Charlotte area. Cindy and Adam are active members of St. Gabriel Church and enjoy traveling, hiking and cheering on the VT Hokies.