Each year the Charlotte Business Journal releases its big Book of Lists. These lists rank the leading businesses, employers and other key players in the Charlotte and surrounding areas to provide readers with data-rich research about companies in their local area.
We are honored to announce that Carroll Financial was listed twice in this book as:
- #2 Largest Charlotte-Area Financial Planning Firm ranked by the number of CFPs in the Charlotte area
- #3 Charlotte-Area Wealth Management Firm ranked by assets under management by Charlotte area offices
We have a great deal to be thankful for because this recognition would not be possible without our loyal clients and partners. As we begin a new year, we continue to grow and evolve as a firm but our focus remains the same as it was in 1980: “The best interest of the client is the only interest that matters.”
We are thankful for you and, as always, please let us know how we can help as you plan for 2021.
Required Disclosures: Wealth management firms are ranked by total assets under management in the Charlotte-area. Largest Financial Planning Firms are ranked by number of local CFPs. Ranking is based Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.Awards & Recognition, Carroll Financial