Carroll Financial
Address: 4201 Congress St Suite 210, Charlotte, NC 28209 Hours: Closed ⋅ Opens 8AM Tue Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (704) 553-8006: Place name: : Website: : : : Category: : Website: https://www.carrollfinancial.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Carroll Financial Associates, Inc. Posting publicly on the Web Write a review Reviews Be the first to review From Carroll Financial Associates, Inc. "Carroll Financial is one of the Charlotte region’s oldest and largest independent comprehensive financial planning and wealth management firms. Our 23 financial advisors offer many years of experience and provide customized financial planning to our...More "Carroll Financial is one of the Charlotte region’s oldest and largest independent comprehensive financial planning and wealth management firms. Our 23 financial advisors offer many years of experience and provide customized financial planning to our clients."
Carroll Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Carroll Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Carroll Financial Salaries. You can even request information on how much does Carroll Financial pay if you want to. Learn about salaries, pros and cons of working for Carroll Financial directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
14 Carroll Financial employees in database. Find out everything there's to know about Carroll Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Carroll Financial Employees
Taylor Norman Carroll Financial January 2011 - Present
Merrill Lynch June 2009 - July 2009
Vector Marketing May 2008 - September 2008
Education
Clemson University - College of Business and Behavioral Science 2006 — 2010
Bachelor of Science (B.S.), Finance and Financial Management Services
Northwestern High School 2002 — 2006
Patrick Bobbins Carroll Financial January 2009 - Present
Skills
Asset Management, Investment Management, Equity Trading, Market Analysis
Education
Wake Forest University - Babcock Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Charlotte 2005 — 2009
Bachelor of Science (BS), Finance, General
Bill Trahan Carroll Financial January 2004 - Present
TriCapital Financiall Corp July 1999 - December 2003
Consolidated Planning, Inc. March 1989 - July 1999
Skills
Asset Allocation, Retirement Planning, Investments, Series 7, Wealth Management, Finance, Strategic Financial..., Asset Management, Investment Advisory, Financial Services, Estate Planning, Mutual Funds, Insurance, Portfolio Management, Investment Strategies, Financial Analysis, Series 63, Risk Management, 401k, Financial Modeling, Retirement, Sales, Asset Managment, Strategic Planning
Education
Appalachian State University 1979 — 1981
MA, Management & Education
University of Central Florida 1975 — 1979
B. Kelly Graves, CFP® Carroll Financial December 1983 - Present
Accenture August 1982 - December 1983
Bank of America 1977 - 1980
Skills
Financial Planning, Asset Management, Investment Advisory, Asset Allocation, Retirement Planning, Strategic Financial..., Investment Management, Personal Financial..., Investments, IRAs, Estate Planning, Wealth Management, 401k, Certified Financial..., Securities, Financial Services, Portfolio Management, Financial Analysis, Series 7, Mutual Funds, Series 63, Risk Management
Education
University of North Carolina at Chapel Hill 1980 — 1982
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1982
MBA, Finance
Duke University 1973 — 1977
AB, Accounting/Management Science
Larry Carroll, CFP® Carroll Financial 1980 - Present
Capitala Group 2013 - 2015
Education
Austin Peay State University
University of Tennessee
MBA
Haley Courtright John Wieland Homes and Neighborhoods June 2015 - Present
Pulte Group, Inc. May 2014 - May 2015
PrimeLending June 2012 - April 2014
Mario's Italian Restaurant July 2005 - June 2012
Carroll Financial March 2010 - August 2010
Richard L. Robertson & Associates September 2008 - June 2009
Skills
Microsoft Office, Customer Relations, Excel, Word, PowerPoint, Customer Service, Microsoft Excel, Sales, Residential Homes
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
BSBA, Marketing
Brett Boner Carroll Financial 2006 - Present
Skills
Investments, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Asset Allocation, Estate Planning, Series 63, Asset Management, Investment Management, Mutual Funds, Portfolio Management
Education
Auburn University 1992 — 1997
Scott Lauritzen Wells Fargo Advisors, LLC February 2012 - Present
Wells Fargo Advisors November 2010 - February 2012
Carroll Financial April 2010 - October 2010
Ameriprise Financial June 2007 - March 2010
Skills
Retirement Planning, Finance, Investments, Mutual Funds, Asset Allocation, Retirement, Insurance, Securities, 401k, Financial Analysis, Financial Services
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
Finance / Accounting
Lindamood-Bell Learning Processes May 2015 - Present
Carroll Financial September 2014 - May 2015
Auburn University January 2014 - May 2014
Campus Crusade for Christ June 2012 - July 2012
American Red Cross November 2011 - April 2012
Education
Auburn University 2010 — 2014
Finance; Minors in Economics and International Business
Charlotte Fellows Program 2014 — 2015
Stanton College Preparatory 2006 — 2010
High School, International Baccalaureate
Hunter Robertson Octagon August 2013 - Present
Octagon July 2012 - August 2013
Octagon April 2011 - July 2012
Octagon February 2011 - April 2011
Charlotte Motor Speedway August 2010 - December 2010
Carroll Financial May 2009 - August 2009
Park Sterling Bank May 2008 - August 2008
Skills
Social Media Marketing, Social Media, Marketing, Sales, Event Planning, Event Management, Social Networking, Customer Service, Marketing Strategy, Facebook
Education
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor of Science (B.S.) in B.A., Marketing, Management
Josiah Goodrum Vanquish Corporation LLC April 2015 - Present
Wray Ward June 2015 - August 2015
Guitar Center September 2014 - March 2015
Ozpresso June 2014 - January 2015
Carroll Financial September 2013 - May 2014
Camp Rockmont for Boys June 2013 - July 2013
Chick-fil-A June 2011 - November 2012
Rezaz May 2010 - September 2010
Skills
Leadership, Music, People Skills, Microsoft Office, Singer-songwriter, Social Media, Teamwork, Writing, Facebook, Time Management, Social Media Marketing, PowerPoint, Social Networking, Microsoft Word, Microsoft Excel
Education
University of North Carolina at Charlotte 2012 — 2016
Marketing, Sophomore
Asheville-Buncombe Technical Community College 2010 — 2012
Asheville-Buncombe Technical Community College
Carroll Financial November 2014 - Present
Skills
Retirement Planning, Series 7, Series 63, Series 65, Estate Planning, Financial Analysis, Investments, Portfolio Management, Retirement, Asset Management, Leadership, Wealth Management, Strategic Financial..., Customer Service, Asset Managment, Wealth Management..., Investment Strategies, Securities, Finance, Small Business, Alternative Investments, Financial Services, Investment Advisory, Life Insurance, Long Term Care Insurance
Education
University of North Carolina at Chapel Hill 1997 — 2001
B.A. in Journalism and Mass Communication, Concentration in Photojournalism
Charlotte Country Day School
Carroll Financial May 1995 - Present
Carroll Financial Associates, Inc. May 1995 - Present
Haddon Planning May 1990 - May 1995
Skills
Investment Management
Education
Goldey Beacom College 1983 — 1985
Business, Management and Marketing
Vanguard January 2014 - Present
Vanguard October 2011 - January 2014
Vanguard July 2010 - October 2011
UNC Charlotte January 2009 - May 2010
Liberty Mutual Insurance May 2008 - January 2009
Carroll Financial September 2007 - December 2007
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Risk Management, PowerPoint, Microsoft Office, Customer Service, Data Analysis, Portfolio Management, Leadership, Microsoft Word, Investments, Bloomberg, Process Improvement, Valuation, Outlook, Access, Strategic Financial..., Project Management, Investment Management, Contingency Planning, Facilities Management, Team Leadership, Change Management, Series 6, Series 7, Series 63, Performance Management, Training, Business Development
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2010
MBA, Management
University of North Carolina at Charlotte - Belk College of Business 2004 — 2008
B.S.B.A., Finance, Economics