February 3, 2020

Celebrating 40 Years & Our Upcoming Office Move

We hope your 2020 is off to a good start!


2020 is going to be a big year for Carroll Financial. This year we will celebrate our 40th company anniversary and we will be doing several things throughout the year to celebrate.


We also wanted to let you know about a project we’ve been working on for a while…


We are excited to announce that we are moving to a new office space in mid-late April!


After being in the Rotunda Building since the early ’90s, our office will remain in the SouthPark area. Our new address will be: 4521 Sharon Road, Suite 400, Charlotte, NC 28211 which is the fourth floor of the Diamonds Direct Building located directly across from the entrance to SouthPark Mall.


While our current office has served us well over the past few decades, our new office will have more conference rooms, a client lounge area, a larger classroom to hold events, a more organized back office team layout, easy parking and a fun family room if you need to bring your children or grandchildren to meetings.


We will continue to keep you informed with updates as they occur through email and mail communications. You can also follow along with construction updates on our Facebook and Instagram pages:





Bottom Line: A lot has changed over the past 40 years and none of this would have been possible without our loyal clients, partners, and staff. We are thankful for the opportunity to continue serving you in our new office space and we hope you’re excited as well.

Carroll Financial

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