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Carolina Retirement Planners, LLC Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

At Carolina Retirement Planners, LLC we strive to help our clients who are in or nearing retirement create a financial plan that will carry them through their retirement years.
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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 3084567 - 1/26

Find Carolina Retirement Planners, LLC employees' phone numbers or email addresses

Carolina Retirement Planners, LLC Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

Carolina Retirement Planners, LLC's Leadership

  • Stylized image of a person
    D. S.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. S.
    Advisor & Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. O.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. H.
    Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. W.
    Client Service Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. M.
    Paralegal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. A.
    Executive Assistant
    Phone icon
    Mobile Phone

Carolina Retirement Planners, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Carolina Retirement Planners, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. S.
    President
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Feb 09, 2026
  • Stylized image of a person
    S. S.
    Advisor & Partner
    Phone icon
    Mobile Phone
    United StatesDelaware
    Apr 16, 2026
  • Stylized image of a person
    K. O.
    Director Of Operations
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    May 31, 2026
  • Stylized image of a person
    A. H.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    May 31, 2026
  • Stylized image of a person
    C. W.
    Client Service Specialist
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    K. M.
    Paralegal
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Oct 23, 2024
  • Stylized image of a person
    B. A.
    Executive Assistant
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Feb 09, 2026

Frequently Asked Questions

What is Carolina Retirement Planners, LLC known for?

Minus sign iconPlus sign iconCarolina Retirement Planners, LLC was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 620 Market Street Wilmington, North Carolina 28401 United States. Explore Carolina Retirement Planners, LLC's company overview page for more information.

What is Carolina Retirement Planners, LLC's most common email format?

Minus sign iconPlus sign iconCarolina Retirement Planners, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carolina Retirement Planners, LLC email formats with LeadIQ.

How many employees does Carolina Retirement Planners, LLC have currently?

Minus sign iconPlus sign iconCarolina Retirement Planners, LLC has approximately 9 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Carolina Retirement Planners, LLC's key employees and leadership?

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As of June 2026, Carolina Retirement Planners, LLC's key employees include:

  • President: D. S.
  • Advisor & Partner: S. S.
  • Director Of Operations: K. O.
  • Wealth Advisor: A. H.
  • Client Service Specialist: C. W.

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