Each client has different needs and challenges. My goal is to understand their unique situation including the background from which their decisions are based. With this understanding, I can help clients stick to their plan to meet their goal with confidence.
Linda Mander, CFP®, joined Carroll Financial in 1995 after moving to Charlotte. She graduated from Goldey Beacom College with a degree in Business. Linda received her Certified Financial Planner® designation in 1992 and holds the Series 7 and 63 securities registrations.
As a member of John’s team, Linda focuses on client service and communications. She works closely with clients to help them stay on target to pursue their most meaningful milestones. Linda’s service responsibilities are varied and include investment and tax research and required minimum distribution oversight.
Linda is married with two children. She is active in the Charlotte community having served as a hotline counselor with Charlotte Pregnancy Care and on the board of her neighborhood civic association. Linda volunteers as treasurer with Boy Scout Troop 116 and teaches pre-school and 5th grade at Carmel Baptist Church.