General Office Contact Information
Phone: (704) 553-8006
Fax: (704) 553-9610
E-mail: cfa@carrollfinancial.com
Dana Allen
Community Manager
Charlotte Office
Phone: (704) 553-8006
Email: dallen@carrollfinancial.com
View BioLeslie Allison
Client Relationship Manager
Charlotte Office
Phone: (704) 247-2843
Email: lallison@carrollfinancial.com
View BioPhilip Bailey
Senior Financial Advisor
Charlotte Office
Phone: (704) 247-2843
Email: pbailey@carrollfinancial.com
View BioJosh Bailey
Financial Advisor
Charlotte Office
Phone: (704) 247-2843
Email: jbailey@carrollfinancial.com
View BioChris Baker*
Financial Advisor
Raleigh Office
Phone: (984) 344-9150
Email: cbaker@carrollfinancial.com
View BioRainey Barnett
Client Relationship Manager
Charlotte Office
Phone: (704) 409-2586
Email: rbarnett@carrollfinancial.com
View BioPatrick Bobbins
Director of Investments & Research
Charlotte Office
Phone: (704) 409-2593
Email: pbobbins@carrollfinancial.com
View BioBrett Boner
Financial Advisor
Charlotte Office
Phone: (704) 409-2578
Email: bboner@carrollfinancial.com
View BioKevin Bowyer
Financial Advisor
Charlotte Office
Phone: (704) 409-2584
Email: kbowyer@carrollfinancial.com
View BioBo Britt
Client Service Manager
Rock Hill Office
Phone: (803) 329-5125
Email: bbritt@carrollfinancial.com
View BioLarry Carroll*
Chairman Emeritus
Charlotte Office
Phone: (704) 553-8006
Email: lcarroll@carrollfinancial.com
View BioKristopher Carroll
Chief Executive Officer & Financial Advisor
Charlotte Office
Phone: (704) 553-8006
Email: k.carroll@carrollfinancial.com
View BioRiley Cassel
Client Relationship Manager
Charlotte Office
Phone: (704) 247-2812
Email: rcassell@carrollfinancial.com
View BioSandy Cleasby
Senior Client Relationship Manager
Charlotte Office
Phone: (704) 409-2570
Email: scleasby@carrollfinancial.com
View BioDenis Curcio
Financial Planner & Portfolio Manager
Charlotte Office
Phone: (704) 409-2585
Email: dcurcio@carrollfinancial.com
View BioAlex Davis
Client Relationship Manager
Charlotte Office
Phone: (704) 409-2880
Email: adavis@carrollfinancial.com
View BioCharity Dembofsky
Compliance Manager
Charlotte Office
Phone: (704) 247-2809
Email: cdembofsky@carrollfinancial.com
View BioMark Dillon
Executive Vice President & Financial Advisor
Charlotte Office
Phone: (704) 409-2575
Email: mdillon@carrollfinancial.com
View BioChristopher Dillon
Associate Advisor
Charlotte Office
Phone: (704) 409-2573
Email: cdillon@carrollfinancial.com
View BioMarianne Edwards Gebhardt
Marketing Director
Charlotte Office
Phone: (704) 409-2589
Email: medwards@carrollfinancial.com
View BioDeanna Fisher
Network Administrator
Phone: (704) 409-2592
Email: dfisher@carrollfinancial.com
View BioBen Ganson
Financial Consultant
Rock Hill Office
Phone: (803) 329-5117
Email: bganson@carrollfinancial.com
View BioPhilip Gibson*
Financial Advisor
Rock Hill Office
Phone: (832) 715-7190
Email: pgibson@carrollfinancial.com
View BioKelly Graves
Executive Vice President & Financial Advisor
Charlotte Office
Phone: (704) 553-8006
Email: kgraves@carrollfinancial.com
View BioMichelle Guissinger*
Financial Advisor
Rock Hill Office
Phone: (803) 329-5125
Email: mguissinger@carrollfinancial.com
View BioJohn Hall
Financial Advisor
Charlotte Office
Phone: (704) 247-2811
Email: jhall@carrollfinancial.com
View BioHailey Hall
Compliance Assistant
Charlotte Office
Phone: (704) 247-2845
Email: hhall@carrollfinancial.com
View BioJames Hedstrom
Financial Advisor
Charlotte Office
Phone: (704) 409-2598
Email: jhedstrom@carrollfinancial.com
View BioCarl “Bud” Hedstrom
Financial Advisor
Charlotte Office
Phone: (704) 409-2565
Email: bhedstrom@carrollfinancial.com
View BioDani Hogan
Client Relationship Manager
Charlotte Office
Phone: (704) 247-2819
Email: dhogan@carrollfinancial.com
View BioMichael Jette
Financial Advisor
Rock Hill Office
Phone: (803) 329-5115
Email: mjette@carrollfinancial.com
View BioGabi Kong
Client Relationship Manager
Charlotte Office
Phone: (704) 247-2839
Email: gkong@carrollfinancial.com
View BioMarsha LePhew*
Financial Advisor
Rock Hill Office
Phone: (803) 329-5125
Email: mlephew@carrollfinancial.com
View BioSarah LePhew*
Financial Advisor
Rock Hill Office
Phone: (803) 329-5125
Email: slephew@carrollfinancial.com
View BioJonathan Liles
Financial Planner
Charlotte Office
Phone: (704) 409-2582
Email: jliles@carrollfinancial.com
View BioGayla Little
Senior Client Relationship Manager
Charlotte Office
Phone: (704) 409-2577
Email: glittle@carrollfinancial.com
View BioBraedon Long
Financial Planner
Charlotte Office
Phone: (704) 409-2569
Email: blong@carrollfinancial.com
View BioLinda Mander
Senior Client Relationship Manager
Charlotte Office
Phone: (704) 409-2576
Email: lmander@carrollfinancial.com
View BioMary McCormick
Chief of Staff
Phone: (704) 247-2817
Email: mmccormick@carrollfinancial.com
View BioMaddie McDonald
Trading and Technology Analyst
Charlotte Office
Phone: (704) 247-2841
Email: mmcdonald@carrollfinancial.com
View BioMarty Moore
Financial Advisor
Charlotte Office
Phone: (704) 409-2561
Email: mmoore@carrollfinancial.com
View BioChristine Neese
Senior Client Relationship Manager
Charlotte Office
Phone: (704) 409-2580
Email: cneese@carrollfinancial.com
View BioBrice Oldham
Financial Planner & Investment Analyst
Charlotte Office
Phone: (704) 409-2583
Email: boldham@carrollfinancial.com
View BioLeslie Ortiz-Quiroz
Associate Advisor
Rock Hill Office
Phone: (803) 329-5125
Email: lortiz-quiroz@carrollfinancial.com
View BioJohn Patterson
Executive Vice President
Charlotte Office
Phone: (704) 553-8006
Email: jpatterson@carrollfinancial.com
View BioJay Patterson
Financial Advisor
Charlotte Office
Phone: (704) 247-2838
Email: jaypatterson@carrollfinancial.com
View BioDavid Peters
Financial Advisor
Charlotte Office
Phone: (804) 332-1373
Email: david@davidpetersfinancial.com
View BioCindy Piacentino
Financial Advisor
Charlotte Office
Phone: (704)409-2594
Email: cpiacentino@carrollfinancial.com
View BioKasey Price
Client Relationship Manager
Charlotte Office
Phone: (704) 247-2836
Email: kprice@carrollfinancial.com
View BioEmily Netzel Reidenouer
Financial Advisor
Charlotte Office
Phone: (704) 247-2808
Email: ereidenouer@carrollfinancial.com
View BioLisa Rizzo
Client Relationship Manager
Charlotte Office
Phone: (704) 409-2567
Email: lrizzo@carrollfinancial.com
View BioChris Rogers
Portfolio Manager
Charlotte Office
Phone: (704) 409-2581
Email: crogers@carrollfinancial.com
View BioTerrell Stauffer
Financial Advisor
Charlotte Office
Phone: (704) 409-2886
Email: tstauffer@carrollfinancial.com
View BioSteve Stewart
Financial Advisor
Charlotte Office
Phone: (704) 247-2815
Email: sstewart@carrollfinancial.com
View BioSarah Strickland*
Financial Advisor
Raleigh Office
Phone: (984) 344-9140
Email: sstrickland@carrollfinancial.com
View BioKaitlyn Stuart
Marketing Assistant
Charlotte Office
Phone: (704) 409-2588
Email: k.stuart@carrollfinancial.com
View BioCourtney Stutts Huge
Associate Planner
Charlotte Office
Phone: (704) 409-2579
Email: cshuge@carrollfinancial.com
View BioRich Taylor
Financial Advisor
Phone: (704) 409-2560
Email: rtaylor@carrollfa.com
View BioKellen Taylor
Financial Advisor
Charlotte Office
Phone: (704) 247-2810
Email: ktaylor@carrollfinancial.com
View BioChason Trahan
Financial Advisor
Charlotte Office
Phone: (704) 409-2587
Email: ctrahan@carrollfinancial.com
View BioWilliam “Bill” Trahan
Executive Vice President & Financial Advisor
Charlotte Office
Phone: (704) 553-8006
Email: btrahan@carrollfinancial.com
View BioYesenia Uribe
Client Relationship Manager
Charlotte Office
Phone: (704) 409-2837
Email: yuribe@carrollfinancial.com
View BioTaylor Watts
Financial Planner & Investment Analyst
Charlotte Office
Phone: (704) 409-2596
Email: twatts@carrollfinancial.com
View BioSheryl Woodard
Client Relationship Manager
Charlotte Office
Phone: (704) 409-2564
Email: swoodard@carrollfinancial.com
View Bio
