Carolina Financial Partners & Associates, LLC

CONNECT

Address:

452-A Matthews-Mint Hill Rd
Matthews, NC 28105

Phone:

704-845-1058,Toll Free: 1-800-439-0188 ,Mobile: 704-771-3747

Fax/Other:

980-339-3770

Firm News

Carolina Financial Partners celebrates it's 22nd year in business!

 

New Advisors:

We welcome three new advisors. Dan Sullivan and Dennis Lynch

Dan is bringing his 25 years of small business experience and is currently enrolled in the Queens College CFP program.

Dennis has been in the financial services industry for over 40 years.  He brings extensive knowledge in fixed income portfolio management and tax-free municipal bond strategies.

 

New Technology:

Carolina Financial Partners adds Riskalyze, an award winning risk engineering technology and MoneyGuide Pro, industry leading financial planning program.

Carolina Financial Partners added Trust Company of America as a new custodian for our advisory account models and clients. Trust Company of America brings a state of the art client service platform that allows for "all online" access for clients and our firm.

 

Seminar Education Program:

Watch for topics and upcoming dates in Matthews and the surrounding area.

 

Motorsports Sponsorship:

 

Carolina Financial Partners is proud to sponsor Carson Ferguson. 17 year old race car driver.

Late Model Crate Dirt #00

2014 US Legend INEX Young Lion Legend Car Division National Champion

 2014 US Legend INEX Ashpalt National Legend Car Race Champion

2014 US Legend INEX Legend National Car Road Course  Race Champion

2014 Bilstein Madonna Award Reipient

2014 Racing record:  34 wins and 10 top 10 finishes

2015 US Legends All Star Race Champion

 

​2018 Case James

Quarter Midget Sprint Car #15

 

Carolina Financial Partners & Associates, LLC participates and suports the following local area Non-Pprofits Organizations: 2017

Butler High School Band Foundation

C.O.S. Kids

Carolina Crown-Drum & Bugle Corp.

Art in the Park-Matthews Park & Rec. 

Kiwanis Club of Matthews 

Samaritans Feet International

 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck