Kellie Carroll

Kellie Carroll, CFP®, CPWA®
Director Financial Advisor Private Client Group Truist Investment Services, Inc.
Coble-Carroll Financial Group of Truist Investment Services, Inc.

214 North Tryon St

33rd Floor,

Charlotte, NC 28202

Kellie.Carroll@Truist.com

Phone 704-367-7997

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About me

Background

Kellie Carroll is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Private Wealth Advisor® (CPWA®) with over 20 years of financial industry experience, who’s driven to find personalized solutions by taking a holistic planning approach to investing. By looking at the whole picture, she helps guide her clients to confidently plan for each life phase and the unexpected changes that it can bring. She has the experience to anticipate and help her clients prepare for all aspects of their financial future using investment, insurance, extended care, retirement, and estate and legacy planning.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration in Economics
Marshall University 2000

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