We are a part of Carroll Financial Associates (www.carrollfinancial.com).
Carroll Financial is one of the Charlotte region’s oldest and largest financial planning and investment management firms. The firm was established in 1980 by Larry Carroll with the simple approach: "The best interest of the client is the only interest that matters."
The firm currently manages or supervises over $2.2 billion in advisory and brokerage assets and employs 25 CERTIFIED FINANCIAL PLANNER® practitioners.
Over the years as Carroll Financial has grown our core philosophy has never changed. Our focus is the same today as it was in 1980 - we are committed to our clients’ best interests.