Trust Matters

Carroll Financial is one of the Charlotte region’s oldest and largest independent comprehensive financial planning and wealth management firms. Our 23 financial advisors offer many years of experience and provide customized financial planning to our clients.

Meet Our Team

Featured Service

Retirement Planning

Selecting the right time to retire is an important decision. Our financial advisors are here to help you reach your financial goals before and during your retirement. We know that life happens and things don’t always happen exactly as you planned. At Carroll Financial, we’ll work closely with you to help you make informed decisions along the way while keeping you on track to meet your long-term goals. We’ll develop and implement a suitable investment and distribution plan so you can enjoy the long and meaningful retirement you’ve worked so hard for.

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A cup of coffee & a second opinion

We would like to offer you an honest, complimentary second opinion about your financial plan with an advisor you can trust.

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Financial Advisor Spotlight

William “Bill” Trahan

William “Bill” Trahan

CFP® CRC® RFC®

Our team strives to build long term client relationships by delivering superior service, frequent communication and prompt access to our team members.

- William “Bill” Trahan CFP® CRC® RFC®

The Trahan/Bowyer team provides professional investment management, with a specialty in retirement income planning.  We have access to the latest research and financial products to help build, manage and protect your assets. With our combined knowledge and experience, we have the tools necessary to help you make informed investment decisions, in both up and down markets.  We are committed to helping you develop a comprehensive financial plan for your family’s long-term financial goals. 

Read more about William “Bill” Trahan and their team.

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