Maddie works closely with Patrick and Taylor in her role as a Trading & Technology Analyst. Her responsibilities include setting up client accounts and ensuring they have online access, updating client portals and staying on top of recent enhancements to the software, and assisting the investment team in trading and allocations. She enjoys talking to clients and making sure they have access to everything they may need.
Maddie joined Carroll Financial Associates in 2018 as an intern, and she joined full-time in January 2020. She holds her Series 7 registration and is currently working towards her Series 66 registration as well. She graduated summa cum laude from the University of North Carolina at Charlotte in December 2019 with a B.S.B.A. in Finance.
Maddie was born and raised in Denver, North Carolina, where she currently lives. She lives right near Lake Norman and spends many weekends on the lake with friends. She also enjoys trying different food trucks in Charlotte, getting coffee with friends, and spending time at her church; Denver Gospel Hall.