Kellie Carroll

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

4777 Sharon Rd

2nd Floor,

Charlotte, NC 28210-0101

About me

Background

Kellie Carroll is a CERTIFIED FINANCIAL PLANNER™ (CFP®) 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

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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