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

Patrick Bobbins

Patrick Bobbins

CIMA®

Carroll Financial understands that it takes more than just navigating the financial markets to have a successful relationship with a client. Sure we can invest in the markets – but we also invest in our relationship with the client.

- Patrick Bobbins CIMA®

Patrick can assist clients with anything from trading to explaining individual investments within their account. He is a great resource for our clients and is always quick to respond to any questions our clients might have.

Read more about Patrick Bobbins and their team.

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