What departments does Carolina Retirement Planners, LLC have?

Carolina Retirement Planners, LLC has employees across 1 departments including Operations.

What is the largest department at Carolina Retirement Planners, LLC?

The largest department at Carolina Retirement Planners, LLC is Operations with 1 employees.

Where are Carolina Retirement Planners, LLC employees located globally?

Carolina Retirement Planners, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Carolina Retirement Planners, LLC's team size changed over time?

Carolina Retirement Planners, LLC's team has grown from approximately 5 to 7 employees based on available data.

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Carolina Retirement Planners, LLC Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Carolina Retirement Planners, LLC operates in the financial services sector with a focus on helping clients who are approaching or entering retirement develop a financial plan to support their retirement years. Based in Wilmington, North Carolina, the firm provides advisory services through AE Wealth Management, LLC, positioning itself as a practitioner aimed at guiding clients through retirement planning decisions. The company appears to serve individuals seeking structured strategies for retirement, offering investment advisory products and services in collaboration with AEWM. With a small professional team, the firm operates in a local market context, emphasizing personalized planning for retirement outcomes.

Carolina Retirement Planners, LLC Global Highlights

North America
10

United States Of America
10

Carolina Retirement Planners, LLC's Leadership

D. S.
President
Mobile Phone
Email
S. S.
Advisor & Partner
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%

2026

2025

Banking
Business
Other

Contact profiles from Carolina Retirement Planners, LLC

Name

Title

Contact

Location

Last Update

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

Frequently Asked Questions

What is Carolina Retirement Planners, LLC known for?

Carolina 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.

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

Carolina 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.

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

Carolina Retirement Planners, LLC has approximately 9 employees as of September 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 September 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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Carolina Retirement Planners, LLC Employee Directory

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