Bristol Who’s Who Recognizes Bill L. Trahan, CFP, CRC.
Carroll Financial Executive Vice President and Financial Advisor William ‘Bill’ L. Trahan has been recognized for showing dedication, leadership, and excellence in money management.
Recognized for nearly three decades of invaluable contributions in his field, Mr. Trahan has found professional success as a partner with Carroll Financial, an investment management firm that provides assistance in reaching financial goals by providing quality financial planning services. He has a special interest in investment management and retirement income planning and has over 25 years of experience advising clients. His focus on asset allocation, research, and investment planning allows him to take an individual approach to each client’s needs and goals. Prior to joining Carroll Financial, Mr. Trahan served as the Founding Principal and Director of Investment Planning and Research for TriCapital Financial Group, Inc.
Throughout the course of his impressive career, Mr. Trahan has published numerous financial articles in various publications, including The New York Post. He is also a financial planning resource for the Charlotte Observer, USA Today, and WSOC-TV. He has been repeatedly recognized in Charlotte Magazine as a five-star wealth manager and is a past president of the NC Financial Planning Association.
A shining example of excellence in his industry, Mr. Trahan surpasses others in the field due to his prior industry experiences and his educational background, which includes a Masters degree in Management and Education from Appalachian State University, as well as certifications as a Certified Financial Planner and Certified Retirement Counselor. Mr. Trahan intends to continue helping his clients with their retirement plans, provide sound advice, and expand his client base.
For additional information regarding Bill Trahan and Carroll Financial Associates, please visit http://www.carrollfinancial.com.
Bristol Who’s Who Member William ‘Bill’ L. Trahan, CFP, CRC. can be found on the Who’s Who Directory where he is looking forward to networking with you.
