(704) 553-8006Team
Our financial advisors offer many years of experience and provide financial planning services to the Charlotte, North Carolina area.
Our firm has acted as a fiduciary to our clients since 1981 and all of our financial advisors are held to the fiduciary standard.
At Carroll Financial we uphold the Fiduciary Standards required of a Registered Investment Advisor (RIA) by the Securities and Exchange Commission (SEC).
Each advisor is supported by the resources of the firm and many work within a team structure.
Learn more about each advisor’s unique areas of expertise and how they help their clients by reading their biographies below.
Financial Advisors
Larry Carroll
- CFP®
Philip Bailey
- CFP®
Kelly Graves
- CFP®
John Patterson
- CFP®
William “Bill” Trahan
- CFP®
- CRC®
- RFC®
Carl “Bud” Hedstrom
- CLU®
Marty Moore
- CFP®
Mark Dillon
- CFP®
Marsha LePhew*
- CFP®
- ChFC
- CPA
Michael Jette
- CFP®
- CLU®
- ChFC
Denis Curcio
- CFP®
Kristopher Carroll
- CFP®
- CFA®
Jonathan Liles
- CFP®
- CIMA®
James Hedstrom
- CFP®
- CCFS®
- CPA
Kevin Bowyer
- CFP®
Brice Oldham
- CFP®
- CFA®
- CIMA®
Brett Boner
- CDFA®
Braedon Long
- CFP®
Kellen Taylor
- CFP®
Michelle Guissinger*
- CFP®
- CPA
Steve Stewart
- CFP®
- RICP®
Emily Netzel Reidenouer
- CLTC®
John Hall
- AIF®
Steven McDermott*
Financial Advisor Since 2012
Rich Taylor
- CRPC®
Chason Trahan
- CFP®
- CLU®
Chris Baker*
Financial Advisor Since 2014
Patrick Bobbins
- CFA®
- CIMA®
Cindy Piacentino
- CFP®
- CCFS®
Ben Ganson
- CFP®
Josh Bailey
- CFP®
Sarah LePhew*
- CFP®
David Peters
- CPA
Philip Gibson*
- CFP®
