“Our clients appreciate that we take the time to learn about all aspects of their lives, not just their financial goals.”
Jonathan Liles joined Carroll Financial in 2000 and serves as the lead advisor for all of our client relationships. He believes that the team’s constant interaction with clients is the foundation for success.
Jonathan is a Certified Financial Planner® practitioner and has also earned the Certified Investment Management Analyst (CIMA) designation. He holds a B.A. in Economics from the University of North Carolina at Chapel Hill. At Carroll Financial, he serves on the portfolio construction team and is actively involved in the management of client portfolios.
Jonathan and his wife Eliza live in Charlotte with their two daughters. Also active in the community, he is Past Board President of the Bruce Irons Camp Fund, a local organization that provides summer learning experiences for low-income CMS students.
Jonathan Liles's Approach
Our clients appreciate that we take the time to learn about all aspects of their lives, not just their financial goals.- Jonathan Liles
Financial planning is more than a fancy report delivered at the outset of the relationship. It’s an ongoing, personal process with solutions tailored to your family and its needs. Our team of professionals will help you create that framework and support you through a lifetime of financial decisions.