What departments does Carroll Financial have?

Carroll Financial has employees across 5 departments including Finance, Marketing, Community & Social Services, Information Technology, Consultant.

What is the largest department at Carroll Financial?

The largest department at Carroll Financial is Finance with 16 employees.

Where are Carroll Financial employees located globally?

Carroll Financial has employees across 1 continents and 1 countries including United States Of America.

How has Carroll Financial's team size changed over time?

Carroll Financial's team has remained stable from approximately 10 to 10 employees based on available data.

Carroll Financial Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Carroll Financial is a financial services firm based in Charlotte, North Carolina, offering wealth and investment management along with long-term financial planning, retirement, and estate planning. Founded in 1980 by Larry Carroll, the firm emphasizes acting in the client's best interests and operates under a Trust Matters philosophy that centers on building trust in client relationships.

Its advisory team comprises professionals with credentials such as CFA, CFP, CPA, and other professional designations, working in personal advisory teams supported by the firm. Securities are offered through Cetera Advisor Networks LLC, while advisory services are provided by Carroll Financial Associates, Inc., an independent registered investment adviser; the two entities are not affiliated. In 2021, Carroll Financial established a strategic relationship with Wealth Enhancement Group, marking a notable development in its corporate alignment.

Carroll Financial Global Highlights

North America
64

United States Of America
64

Carroll Financial's Leadership

K. G.
Chief Executive Officer
Mobile Phone
Email
R. W.
President And Owner
Mobile Phone
Email
C. K.
Partner
Mobile Phone
Email
M. M.
Owner
Mobile Phone
Email
B. T.
Executive Vice President & Cfp
Mobile Phone
Email
E. N.
Financial Advisor And Director Of Communications
Mobile Phone
Email
M. E.
Marketing Director
Mobile Phone
Email
G. L.
Senior Client Relationship Manager
Mobile Phone
Email

Carroll Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Carroll Financial

Name

Title

Contact Info

Location

Last Update

D. A.
Community Manager
Mobile Phone
Email
United StatesNorth Carolina
Apr 24, 2025
D. C.
Portfolio Manager
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
M. P.
Client Relationship Manager
Mobile Phone
Email
UNITED STATES
May 05, 2026
P. Y.
Service Manager
Mobile Phone
Email
United StatesSouth Carolina
Oct 21, 2024
S. W.
Client Relationship Manager
Mobile Phone
Email
United StatesNorth Carolina
Aug 04, 2024
T. N.
Client Relationship Manager
Mobile Phone
Email
Oct 16, 2024
D. A.
Supervisory Principal
Mobile Phone
Email
United StatesNorth Carolina
Feb 16, 2026
L. M.
Certified Financial Planner
Mobile Phone
Email
Apr 16, 2026
B. G.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Jun 15, 2024
B. G. C.
Financial Advisor
Mobile Phone
Email
United StatesSouth Carolina
Apr 24, 2025

Frequently Asked Questions

What is Carroll Financial known for?

Carroll Financial was founded in 1980 operates in the Financial Services industry. The company's main headquarters is located in 4521 Sharon Road Suite 400 Charlotte, North Carolina 28211 United States; you can contact the main corporate office by phone at

+1-704-247-****

. Explore Carroll Financial's company overview page for more information.

What is Carroll Financial's most common email format?

Carroll Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carroll Financial email formats with LeadIQ.

How many employees does Carroll Financial have currently?

Carroll Financial has approximately 11 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Carroll Financial's key employees and leadership?

As of April 2026, Carroll Financial's key employees include:

Chief Executive Officer: K. G.
President And Owner: R. W.
Partner: C. K.
Owner: M. M.
Executive Vice President & Cfp: B. T.

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Carroll Financial Employee Directory

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