We want to extend a special congratulations to Larry Carroll, CFP®, Kelly Graves, CFP®, and John Patterson, CFP® who were recently named among the top 20 financial advisors in North Carolina on Forbes’ 2019 list of Best-In-State Wealth Advisors. We are very proud of this accomplishment, which is one of the most prestigious lists for a financial advisor in the United States.
SHOOK Research, who conducted the research for this list, creates rankings of role models—advisors who are leading the way in offering best practices and providing a high-quality experience for clients. Larry, Kelly, and John continue to be leaders in the industry as well as the community and they are passionate about providing their clients with excellent advice, service and communication.
You can access Forbes’ full list of Best-In-State Wealth Advisors here: