What departments does Carroll Financial have?

Carroll Financial has employees across 6 departments including Entrepreneurship, Marketing, Customer Success, Finance, Administrative.

What is the largest department at Carroll Financial?

The largest department at Carroll Financial is Customer Success with 2 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
C. K.
Partner
Mobile Phone
Email
M. E.
Marketing Director
Mobile Phone
Email
D. H.
Client Relationship Manager
Mobile Phone
Email
T. N.
Client Relationship Manager
Mobile Phone
Email
L. M.
Certified Financial Planner
Mobile Phone
Email
J. M.
Administrative Administrator
Mobile Phone
Email
C. T.
Financial Advisor
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

Location

Last Update

C. K.
Partner
Mobile Phone
Email
Oct 17, 2024
K. G.
Chief Executive Officer
Mobile Phone
Email
Oct 23, 2024
M. E.
Marketing Director
Mobile Phone
Email
Oct 23, 2024
D. H.
Client Relationship Manager
Mobile Phone
Email
Jun 25, 2026
T. N.
Client Relationship Manager
Mobile Phone
Email
Oct 16, 2024
L. M.
Certified Financial Planner
Mobile Phone
Email
Apr 16, 2026
J. M.
Administrative Administrator
Mobile Phone
Email
Aug 02, 2026
C. T.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026
R. T.
Financial Advisor
Mobile Phone
Email
Jul 07, 2024
T. S.
Mobile Phone
Email
Jul 28, 2023

Frequently Asked Questions

What is Carroll Financial known for?

Carroll Financial was founded in 1980 operates in the Financial Services industry; 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 August 2026. These team members are located across 1 continents, including North America.

Who are Carroll Financial's key employees and leadership?

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

Chief Executive Officer: K. G.
Partner: C. K.
Marketing Director: M. E.
Client Relationship Manager: D. H.
Client Relationship Manager: T. N.

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Carroll Financial Employee Directory

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