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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.

Office Directory

Financial Advisors

Larry Carroll

  • CFP®
Financial Advisor Since 1980 Charlotte Office

Philip Bailey

  • CFP®
Financial Advisor Since 1983 Charlotte Office

Kelly Graves

  • CFP®
Financial Advisor Since 1984 Charlotte Office

John Patterson

  • CFP®
Financial Advisor Since 1986 Charlotte Office

William “Bill” Trahan

  • CFP®
  • CRC®
  • RFC®
Financial Advisor Since 1986 Charlotte Office

Carl “Bud” Hedstrom

  • CLU®
Financial Advisor Since 1986 Charlotte Office

Marty Moore

  • CFP®
Financial Advisor Since 1990 Charlotte Office

Mark Dillon

  • CFP®
Financial Advisor Since 1992 Charlotte Office

Marsha LePhew*

  • CFP®
  • ChFC
Financial Advisor Since 1992 Rock Hill Office

Michael Jette

  • CFP®
  • CLU®
  • ChFC
Financial Advisor Since 1996 Rock Hill Office

Denis Curcio

  • CFP®
Financial Advisor Since 1997 Charlotte Office

Kristopher Carroll

  • CFP®
  • CFA®
Financial Advisor Since 1998 Charlotte Office

Jonathan Liles

  • CFP®
Financial Advisor Since 2000 Charlotte Office

James Hedstrom

  • CFP®
  • CPA
Financial Advisor Since 2000 Charlotte Office

Kevin Bowyer

  • CFP®
Financial Advisor Since 2002 Charlotte Office

Brice Oldham

  • CFP®
  • CFA®
  • CIMA®
Financial Advisor Since 2004 Charlotte Office

Brett Boner

  • CDFA®
Financial Advisor Since 2006 Charlotte Office

Braedon Long

  • CFP®
Financial Advisor Since 2007 Charlotte Office

Kellen Taylor

  • CFP®
Financial Advisor Since 2007 Charlotte Office

Michelle Guissinger*

  • CFP®
Financial Advisor Since 2009 Rock Hill Office

Steve Stewart

  • CFP®
  • RICP®
Financial Advisor Since 2010 Charlotte Office

Emily Netzel Reidenouer

Financial Advisor Since 2010 Charlotte Office

John Hall

Financial Advisor Since 2011 Charlotte Office

Rich Taylor

  • CRPC®
Financial Advisor Since 2013

Chason Trahan

  • CFP®
  • CLU®
Financial Advisor Since 2014 Charlotte Office

Chris Baker*

Financial Advisor Since 2014 Raleigh Office

Patrick Bobbins

  • CFA®
  • CIMA®
Financial Advisor Since 2015 Charlotte Office

Cindy Piacentino

  • CFP®
  • CCFS®
Financial Advisor Since 2015 Charlotte Office

Ben Ganson

  • CFP®
Financial Advisor Since 2015 Rock Hill Office

Josh Bailey

  • CFP®
Financial Advisor Since 2015 Charlotte Office

Sarah Strickland*

Financial Advisor Since 2015 Raleigh Office

Sarah LePhew*

  • CFP®
Financial Advisor Since 2015 Rock Hill Office

David Peters

  • CPA
Financial Advisor Since 2016 Charlotte Office

Philip Gibson*

  • CFP®
Financial Advisor Since 2016 Charlotte Office

Terrell Stauffer

Financial Advisor Since 2020 Charlotte Office