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 services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Carolina Retirement Planners are not affiliated companies.

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

Carolina Retirement Planners, LLC Global Highlights

North America
8

United States Of America
8

Carolina Retirement Planners, LLC's Leadership

D. S.
President
Mobile Phone
Email
S. S.
Advisor & Partner
Mobile Phone
Email
A. D.
Director Of Marketing And Public Relations
Mobile Phone
Email
K. O.
Director Of Operations
Mobile Phone
Email
A. H.
Wealth Advisor
Mobile Phone
Email
C. W.
Client Service Specialist
Mobile Phone
Email
K. M.
Paralegal
Mobile Phone
Email
B. A.
Executive Assistant
Mobile Phone
Email

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

D. S.
President
Mobile Phone
Email
United StatesNorth Carolina
Feb 09, 2026
S. S.
Advisor & Partner
Mobile Phone
Email
United StatesNorth Carolina
Feb 09, 2026
A. D.
Director Of Marketing And Public Relations
Mobile Phone
Email
United StatesNorth Carolina
Feb 10, 2026
K. O.
Director Of Operations
Mobile Phone
Email
United StatesNorth Carolina
Feb 09, 2026
A. H.
Wealth Advisor
Mobile Phone
Email
United StatesNorth Carolina
Feb 09, 2026
C. W.
Client Service Specialist
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
K. M.
Paralegal
Mobile Phone
Email
United StatesGeorgia
Oct 23, 2024
B. A.
Executive Assistant
Mobile Phone
Email
United StatesNorth Carolina
Feb 09, 2026

Frequently Asked Questions

What is Carolina Retirement Planners, LLC known for?

Carolina Retirement Planners, LLC 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?

Carolina 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?

Carolina Retirement Planners, LLC has approximately 9 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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

President: D. S.
Advisor & Partner: S. S.
Director Of Marketing And Public Relations: A. D.
Director Of Operations: K. O.
Wealth Advisor: A. H.

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