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Carolina Retirement Planners, LLC Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Carolina Retirement Planners, LLC has about 9 employees, all of them in North America. Banking and Business make up over half of the profiles with a known department. Carolina Retirement Planners, LLC's workforce grew 40% between January 2026 and November 2026.

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

Carolina Retirement Planners, LLC Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Carolina Retirement Planners, LLC's Leadership

  • President at Carolina Retirement Planners, LLC
    D. S.
    President
    Mobile Phone
  • Advisor & Partner at Carolina Retirement Planners, LLC
    S. S.
    Advisor & Partner
    Mobile Phone
  • Director Of Operations at Carolina Retirement Planners, LLC
    K. O.
    Director Of Operations
    Mobile Phone
  • Wealth Advisor at Carolina Retirement Planners, LLC
    A. H.
    Wealth Advisor
    Mobile Phone
  • Client Service Specialist at Carolina Retirement Planners, LLC
    C. W.
    Client Service Specialist
    Mobile Phone
  • Paralegal at Carolina Retirement Planners, LLC
    K. M.
    Paralegal
    Mobile Phone
  • Executive Assistant at Carolina Retirement Planners, LLC
    B. A.
    Executive Assistant
    Mobile Phone

Carolina Retirement Planners, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Banking is the largest department at 75% of profiles with a known department, up from 67% in January 2026, followed by Business (25%, down from 33%).

Contact profiles from Carolina Retirement Planners, LLC

Name
Title
Contact
Location
Last Update
  • President at Carolina Retirement Planners, LLC
    D. S.
    President
    Mobile Phone
    United States, North Carolina
    Feb 09, 2026
  • Advisor & Partner at Carolina Retirement Planners, LLC
    S. S.
    Advisor & Partner
    Mobile Phone
    United States, Delaware
    Apr 16, 2026
  • Director Of Operations at Carolina Retirement Planners, LLC
    K. O.
    Director Of Operations
    Mobile Phone
    United States, North Carolina
    May 31, 2026
  • Wealth Advisor at Carolina Retirement Planners, LLC
    A. H.
    Wealth Advisor
    Mobile Phone
    United States, North Carolina
    May 31, 2026
  • Client Service Specialist at Carolina Retirement Planners, LLC
    C. W.
    Client Service Specialist
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Paralegal at Carolina Retirement Planners, LLC
    K. M.
    Paralegal
    Mobile Phone
    United States, Georgia
    Oct 23, 2024
  • Executive Assistant at Carolina Retirement Planners, LLC
    B. A.
    Executive Assistant
    Mobile Phone
    United States, North Carolina
    Feb 09, 2026

Frequently Asked Questions

What are the largest departments at Carolina Retirement Planners, LLC?

Minus sign iconPlus sign iconBanking is the largest department at 75% of profiles with a known department, up from 67% in January 2026, followed by Business (25%, down from 33%).

How has Carolina Retirement Planners, LLC's workforce changed over the past year?

Minus sign iconPlus sign iconCarolina Retirement Planners, LLC's workforce grew 40% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 67% to 75%.

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

Minus sign iconPlus sign iconCarolina Retirement Planners, LLC has approximately 9 employees as of November 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 November 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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 First.Last@carolinaestateplanners.com. Trying to find reliable and up-to-date employee contact data? Find more Carolina Retirement Planners, LLC email formats with LeadIQ.

What is Carolina Retirement Planners, LLC known for?

Minus sign iconPlus sign iconCarolina Retirement Planners, LLC was founded in 2001 and operates in the Financial Services industry. Explore Carolina Retirement Planners, LLC's company overview page for more information.

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