“Our team strives to build long term client relationships by delivering superior service, frequent communication and prompt access to our team members.”
William “Bill” Trahan, CFP®, joined Carroll Financial in January 2004 as a partner. Bill serves as an Executive Vice President and Financial Advisor of CFA, Inc. Bill has a special interest in investment management and retirement income planning and has over 25 years of experience advising clients. His focus on asset allocation, research and investment planning allows him to take an individual approach to each client’s needs and goals.
Bill is a graduate of the University of Central Florida and earned a Masters degree in Business Management and Education from Appalachian State University. He earned the Certified Financial PlannerTM (CFP®) designation in 1988, his Certified Retirement Counselor (CRC) designation in 2003, and his Registered Financial Consultant (RFC®) in 2016.
Prior to joining Carroll Financial, Bill was a founding principal and served as Director of Investment Planning and Research for TriCapital Financial Group, Inc., and previously held various executive positions with large financial service organizations. He is a past President of the NC Financial Planning Association and is involved in professional community organizations. Bill has also published financial articles in various publications including The New York Post, the Charlotte Observer, the Association for Financial Planners and USA Today. Bill received special recognition in Charlotte magazine annually between 2008-2020 as a Five-Star Wealth Manager.
A longtime member of the Charlotte community, Bill is active in his church and has served on its finance committee and currently sits on its Health and Wellness Committee. Bill previously served on the Finance Committee of Aldersgate, a United Methodist Retirement Community from 2011-2013, and was a member of the Aldersgate Board of Directors from 2013-2014. He has also served on the Appalachian State University Alumni Corporate Committee, ASU McKinney Alumni Center and 21st Century Committee. Bill is a former member of The Board of Directors for Carmel Country Club and has been Chairman of Junior Golf for many years. For more than a decade, Bill has been an avid supporter of LifeShare of the Carolinas, a nonprofit public awareness organization for organ donation. LifeShare appointed Bill as an Ambassador with the Carolinas Healthcare System throughout western North Carolina. He was also a past Chairman of the Save a Life Group for the Charlotte area. Bill is the proud father of a daughter, twin sons, and four stepsons.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client’s evaluation. The Five Star award is not indicative of the wealth manager’s future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
William "Bill" Trahan's Approach
Our team strives to build long term client relationships by delivering superior service, frequent communication and prompt access to our team members.- William "Bill" Trahan
The Trahan/Bowyer team provides professional investment management, with a specialty in retirement income planning. We have access to the latest research and financial products to help build, manage and protect your assets. With our combined knowledge and experience, we have the tools necessary to help you make informed investment decisions, in both up and down markets. We are committed to helping you develop a comprehensive financial plan for your family’s long-term financial goals.