Taylor N. Lucas

Client Relationship Manager

Taylor is on Kelly Graves’ and Brett Boner’s team of support staff. She joined Carroll Financial Associates in January of 2011. She graduated from Clemson University with a major in Finance and double minored in Accounting and Financial Management.  Taylor holds the Series 7 and 66 securities registrations.

As a member of Kelly and Brett’s team, she strives to understand each client’s individual needs. Her role is to ensure that their clients have a positive experience, providing them with a high standard of open communication while they work to pursue their financial goals.

Taylor and her husband Brian are originally from Rock Hill, but now live in the Dilworth area of Charlotte. Outside of work she enjoys cheering on her Clemson Tigers, riding horses, and going to the beach.