Awards & Recognition Archives - Carroll Financial
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Carroll Financial named on Magnify Money’s Top 10 Best Financial Advisors in North Carolina
February 24, 2021

Carroll Financial named on Magnify Money’s Top 10 Best Financial Advisors in North Carolina

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Carroll Financial named on Expertise’s list of the Top 20 Best Financial Advisors in Charlotte, NC.
February 24, 2021

Carroll Financial named on Expertise’s list of the Top 20 Best Financial Advisors in Charlotte, NC.

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Forbes’ List of Best-In-State Wealth Advisors 2021 – Three Advisors Named in the Top 10
February 23, 2021

Forbes’ List of Best-In-State Wealth Advisors 2021 – Three Advisors Named in the Top 10

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Adaptive Wealth Strategies Risk Management Index Launch Press Release
January 22, 2021

Adaptive Wealth Strategies Risk Management Index Launch Press Release

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Carroll Financial Ranked In The Charlotte Business Journal’s Book of Lists
January 15, 2021

Carroll Financial Ranked In The Charlotte Business Journal’s Book of Lists

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Bill Trahan Named 2020 Five Star Wealth Manager
December 28, 2020

Bill Trahan Named 2020 Five Star Wealth Manager

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Carroll Financial Named on Advisory HQ’s Top 9 Best Financial Advisors in Charlotte & Asheville, NC list
December 16, 2020

Carroll Financial Named on Advisory HQ’s Top 9 Best Financial Advisors in Charlotte & Asheville, NC list

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Brice Oldham Named 2020 Five Star Wealth Manager
December 9, 2020

Brice Oldham Named 2020 Five Star Wealth Manager

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Carroll Financial Named on Barron’s 2020 List of America’s Best RIA Firms
October 28, 2020

Carroll Financial Named on Barron’s 2020 List of America’s Best RIA Firms

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