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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.

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

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