Carroll Financial

We are a part of Carroll Financial Associates (

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.