General Office Contact Information

Phone: (704) 553-8006

Fax: (704) 553-9610

E-mail: cfa@carrollfinancial.com

Dana Allen

Community Manager

Phone: (704) 553-8006

Email: dallen@carrollfinancial.com

Leslie Allison

Client Relationship Manager

Phone: (704) 442-0047

Email: lallison@carrollfinancial.com

Philip Bailey

Senior Financial Advisor

Phone: (704) 442-0047

Email: pbailey@carrollfinancial.com

Josh Bailey

Financial Advisor

Phone: (704) 442-0047

Email: jbailey@carrollfinancial.com

Chris Baker*

Financial Advisor

Phone: (919) 867-1807

Email: cbaker@carrollfinancial.com

Patrick Bobbins

Director of Investments & Research

Phone: (704) 409-2593

Email: pbobbins@carrollfinancial.com

Patti Bollinger

Client Relationship Manager

Phone: (704) 409-2837

Email: pbollinger@carrollfinancial.com

Brett Boner

Financial Advisor

Phone: (704) 409-2578

Email: bboner@carrollfinancial.com

Kevin Bowyer

Financial Advisor

Phone: (704) 409-2584

Email: kbowyer@carrollfinancial.com

Bo Britt

Client Service Manager

Phone: (803) 329-5125

Email: bbritt@carrollfinancial.com

Larry Carroll

Chief Executive Officer & Chief Wealth Strategist

Phone: (704) 553-8006

Email: lcarroll@carrollfinancial.com

Kristopher Carroll

Chief Investment Officer & Financial Advisor

Phone: (704) 553-8006

Email: k.carroll@carrollfinancial.com

Sandy Cleasby

Client Relationship Manager

Phone: (704) 409-2570

Email: scleasby@carrollfinancial.com

Denis Curcio

Financial Planner & Portfolio Manager

Phone: (704) 409-2585

Email: dcurcio@carrollfinancial.com

Charity Dembofsky

Compliance Manager

Phone: (704) 247-2809

Email: cdembofsky@carrollfinancial.com

Mark Dillon

Executive Vice President & Financial Advisor

Phone: (704) 409-2575

Email: mdillon@carrollfinancial.com

Marianne Edwards

Marketing Director

Phone: (704) 409-2589

Email: medwards@carrollfinancial.com

Deanna Fisher

Network Administrator

Phone: (704) 409-2592

Email: dfisher@carrollfinancial.com

Ben Ganson

Financial Consultant

Phone: (704) 247-2816

Email: bganson@carrollfinancial.com

Philip Gibson

Financial Advisor

Phone:

Email: pgibson@carrollfinancial.com

Kelly Graves

Executive Vice President & Financial Advisor

Phone: (704) 553-8006

Email: kgraves@carrollfinancial.com

Michelle Guissinger

Financial Advisor

Phone: (803) 329-5125

Email: mguissinger@carrollfinancial.com

John Hall

Financial Advisor

Phone: (704) 247-2811

Email: jhall@carrollfinancial.com

James Hedstrom

Financial Advisor

Phone: (704) 409-2598

Email: jhedstrom@carrollfinancial.com

Carl “Bud” Hedstrom

Financial Advisor

Phone: (704) 409-2565

Email: bhedstrom@carrollfinancial.com

Michael Jette

Financial Advisor

Phone: (704) 409-2586

Email: mjette@carrollfinancial.com

Gabi Kong

Client Relationship Manager

Phone: (704) 247-2839

Email: gkong@carrollfinancial.com

Marsha LePhew

Financial Advisor

Phone: (803) 329-5125

Email: mlephew@carrollfinancial.com

Sarah LePhew

Financial Advisor

Phone: (803) 329-5125

Email: slephew@carrollfinancial.com

Jonathan Liles

Financial Planner

Phone: (704) 409-2582

Email: jliles@carrollfinancial.com

Gayla Little

Registered Account Manager

Phone: (704) 409-2577

Email: glittle@carrollfinancial.com

Braedon Long

Financial Planner

Phone: (704) 409-2569

Email: blong@carrollfinancial.com

Taylor N. Lucas

Client Relationship Manager

Phone: (704) 247-2812

Email: tlucas@carrollfinancial.com

Linda Mander

Client Relationship Manager

Phone: (704) 409-2576

Email: lmander@carrollfinancial.com

Mary McCormick

Chief of Staff

Phone: (704) 247-2817

Email: mmccormick@carrollfinancial.com

Steven McDermott*

Financial Advisor

Phone: (919) 573-1810

Email: smcdermott@carrollfinancial.com

Marty Moore

Financial Advisor

Phone: (704) 409-2561

Email: mmoore@carrollfinancial.com

Christine Neese

Client Relationship Manager

Phone: (704) 409-2580

Email: cneese@carrollfinancial.com

Brice Oldham

Financial Planner & Investment Analyst

Phone: (704) 409-2583

Email: boldham@carrollfinancial.com

Leslie Ortiz-Quiroz

Client Relationship Manager

Phone: (803) 329-5125

Email: lortiz-quiroz@carrollfinancial.com

John Patterson

Executive Vice President

Phone: (704) 553-8006

Email: jpatterson@carrollfinancial.com

Jay Patterson

Financial Advisor

Phone: (704) 247-2838

Email: jaypatterson@carrollfinancial.com

David Peters

Financial Advisor

Phone: (804) 332-1373

Email: dpeters@carrollfinancial.com

Cindy Piacentino

Financial Advisor

Phone: (704)409-2594

Email: cpiacentino@carrollfinancial.com

Emily Netzel Reidenouer

Financial Advisor

Phone: (704) 247-2808

Email: ereidenouer@carrollfinancial.com

Lisa Rizzo

Client Relationship Manager

Phone: (704) 409-2567

Email: lrizzo@carrollfinancial.com

Chris Rogers

Portfolio Manager

Phone: (704) 409-2581

Email: crogers@carrollfinancial.com

Abigail Rudnitsky

Marketing Associate & Content Creation

Phone: (704) 409-2813

Email: arudnitsky@carrollfinancial.com

Steve Stewart

Financial Advisor

Phone: (704) 247-2815

Email: sstewart@carrollfinancial.com

Sarah Strickland*

Financial Advisor

Phone: (919) 867-1809

Email: sstrickland@carrollfinancial.com

Courtney Stutts

Associate Planner

Phone: (704) 409-2579

Email: cstutts@carrollfinancial.com

Rich Taylor

Financial Advisor

Phone: (704) 409-2560

Email: rtaylor@carrollfa.com

Kellen Taylor

Financial Advisor

Phone: (704) 247-2810

Email: ktaylor@carrollfinancial.com

Chason Trahan

Financial Advisor

Phone: (704) 409-2587

Email: ctrahan@carrollfinancial.com

William “Bill” Trahan

Executive Vice President & Financial Advisor

Phone: (704) 553-8006

Email: btrahan@carrollfinancial.com

Taylor Watts

Financial Planner & Investment Analyst

Phone: (704) 409-2596

Email: twatts@carrollfinancial.com

Sheryl Woodard

Client Relationship Manager

Phone: (704) 409-2564

Email: swoodard@carrollfinancial.com

Pauleen Young

Service Manager

Phone: (803) 329-5125

Email: pyoung@carrollfinancial.com