250 N. Trade St. #301
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Find a Financial Advisor
Financial Planner/Small Business Specialist Associate
Direct: 704-814-9551 Mobile phone: 704-526-8722 Dan joined Carolina Financial Partners & Associates, LLC in June of 2016. He graduated from the University of South Carolina with a BSME. He spent over 11 years in the corporate world...
Client Services Relationship Mgr.
Mobil phone: 818-641-8409 Dennis Lynch brings over 40 years of experience in the financial services industry. He has extensive knowledge in the fixed income investment markets including tax free municipal bonds. Dennis enjoys staying...
Client Services Relationship Assoc.
Mobile phone: 704-771-3747
Retirement Planning Consultant/Assistant
Ken Davis has been in the financial services industry since 1985. He is an avid traveler along with his wife and dog. His preferred mode of travel is his RV Motorhome. Look for him and his traveling companions on the highways of the...