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General Office Contact Information
Phone: (704) 553-8006
Fax: (704) 553-9610
E-mail: cfa@carrollfinancial.com
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Dana Allen
Community Manager
Phone: (704) 553-8006
Email: dallen@carrollfinancial.com
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Patrick Bobbins
Director of Investments & Research
Phone: (704) 409-2593
Email: pbobbins@carrollfinancial.com
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Patti Bollinger
Client Relationship Manager
Phone: (704) 409-2837
Email: pbollinger@carrollfinancial.com
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Brett Boner
Financial Advisor
Phone: (704) 409-2578
Email: bboner@carrollfinancial.com
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Kevin Bowyer
Financial Advisor
Phone: (704) 409-2584
Email: kbowyer@carrollfinancial.com
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Larry Carroll
Chief Executive Officer & Chief Wealth Strategist
Phone: (704) 553-8006
Email: lcarroll@carrollfinancial.com
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Kristopher Carroll
Chief Investment Officer & Financial Advisor
Phone: (704) 553-8006
Email: k.carroll@carrollfinancial.com
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Sandy Cleasby
Client Relationship Manager
Phone: (704) 409-2570
Email: scleasby@carrollfinancial.com
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Denis Curcio
Financial Planner & Portfolio Manager
Phone: (704) 409-2585
Email: dcurcio@carrollfinancial.com
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Charity Dembofsky
Compliance Associate
Phone: (704) 247-2809
Email: cdembofsky@carrollfinancial.com
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Mark Dillon
Executive Vice President & Financial Advisor
Phone: (704) 409-2575
Email: mdillon@carrollfinancial.com
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Marianne Edwards
Marketing Director
Phone: (704) 409-2589
Email: medwards@carrollfinancial.com
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Deanna Fisher
Network Administrator
Phone: (704) 409-2592
Email: dfisher@carrollfinancial.com
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Ben Ganson
Client Relationship Manager
Phone: (704) 247-2816
Email: bganson@carrollfinancial.com
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Kelly Graves
Executive Vice President & Financial Advisor
Phone: (704) 553-8006
Email: kgraves@carrollfinancial.com
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John Hall
Financial Advisor
Phone: (704) 247-2811
Email: jhall@carrollfinancial.com
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James Hedstrom
Financial Advisor
Phone: (704) 409-2598
Email: jhedstrom@carrollfinancial.com
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Carl “Bud” Hedstrom
Financial Advisor
Phone: (704) 409-2565
Email: bhedstrom@carrollfinancial.com
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Michael Jette
Financial Advisor
Phone: (704) 409-2586
Email: mjette@carrollfinancial.com
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Gabi Kong
Client Relationship Manager
Phone: (704) 247-2839
Email: gkong@carrollfinancial.com
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Jonathan Liles
Financial Planner
Phone: (704) 409-2582
Email: jliles@carrollfinancial.com
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Gayla Little
Registered Account Manager
Phone: (704) 409-2577
Email: glittle@carrollfinancial.com
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Braedon Long
Financial Planner
Phone: (704) 409-2569
Email: blong@carrollfinancial.com
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Taylor N. Lucas
Client Relationship Manager
Phone: (704) 247-2812
Email: tlucas@carrollfinancial.com
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Linda Mander
Client Relationship Manager
Phone: (704) 409-2576
Email: lmander@carrollfinancial.com
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Mary McCormick
Chief of Staff
Phone: (704) 247-2817
Email: mmccormick@carrollfinancial.com
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Marty Moore
Financial Advisor
Phone: (704) 409-2561
Email: mmoore@carrollfinancial.com
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Christine Neese
Client Relationship Manager
Phone: (704) 409-2580
Email: cneese@carrollfinancial.com
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Brice Oldham
Financial Planner & Investment Analyst
Phone: (704) 409-2583
Email: boldham@carrollfinancial.com
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John Patterson
Executive Vice President
Phone: (704) 553-8006
Email: jpatterson@carrollfinancial.com
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Jay Patterson
Financial Advisor
Phone: (704) 247-2838
Email: jaypatterson@carrollfinancial.com
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David Peters
Financial Advisor
Phone: (804) 332-1373
Email: dpeters@carrollfinancial.com
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Janice Petrone
Receptionist
Phone: (704) 553-8006
Email: jpetrone@carrollfinancial.com
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Cindy Piacentino
Financial Advisor
Phone: (704)409-2594
Email: cpiacentino@carrollfinancial.com
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Emily Netzel Reidenouer
Financial Advisor
Phone: (704) 247-2808
Email: ereidenouer@carrollfinancial.com
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Lisa Rizzo
Client Relationship Manager
Phone: (704) 409-2567
Email: lrizzo@carrollfinancial.com
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Chris Rogers
Portfolio Manager
Phone: (704) 409-2581
Email: crogers@carrollfinancial.com
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Steve Stewart
Financial Advisor
Phone: (704) 247-2815
Email: sstewart@carrollfinancial.com
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Courtney Stutts
Associate Planner
Phone: (704) 409-2579
Email: cstutts@carrollfinancial.com
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Rich Taylor
Financial Advisor
Phone: (704) 409-2560
Email: rtaylor@carrollfa.com
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Kellen Taylor
Financial Advisor
Phone: (704) 247-2810
Email: ktaylor@carrollfinancial.com
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Chason Trahan
Financial Advisor
Phone: (704) 409-2587
Email: ctrahan@carrollfinancial.com
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William “Bill” Trahan
Executive Vice President & Financial Advisor
Phone: (704) 553-8006
Email: btrahan@carrollfinancial.com
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Taylor Watts
Financial Analyst
Phone: (704) 409-2596
Email: twatts@carrollfinancial.com
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Sheryl Woodard
Client Relationship Manager
Phone: (704) 409-2564
Email: swoodard@carrollfinancial.com
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