Josh Bailey

  • CFP®

Financial Advisor

Josh Bailey joined Carroll Financial Associates, Inc. in January 2019. As the son of a Certified Financial Planner™, Josh’s interest in investments and financial planning started at a young age through witnessing the positive impact his father’s work had in his clients’ lives. Josh is a graduate of East Carolina University, where he earned a B.S. in Finance. He also holds the Certified Financial Planner™ (CFP®) designation from The American College. Prior to joining Carroll Financial in his hometown of Charlotte, he began his practice as a Financial Advisor with AXA Advisors in Raleigh.

Josh has spent his career helping people invest with purpose and protect against the “what ifs” in life. He strongly believes in transparency and customization for each unique client relationship. Additionally, Josh strives to educate his clients and simplify the often complex financial concepts that need to be understood in order to make confident decisions that lead to long-term success.

Josh lives in south Charlotte and is an avid Carolina Panthers fan and dog lover. He enjoys golf and traveling, especially to Wrightsville Beach, NC.

Josh Bailey's Approach

“My job is to help folks quantify their goals and partner with them to create a plan that not only accomplishes those goals, but takes into account who they are as people as well.”

- Josh Bailey

Josh has spent his career helping people invest with purpose and protect against the “what ifs” in life. He strongly believes in transparency and customization for each unique client relationship. Additionally, Josh strives to educate his clients and simplify the often complex financial concepts that need to be understood in order to make confident decisions that lead to long-term success.