Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > North Carolina > Charlotte > B. Kelly Graves, CFP®
Find the Certified Financial Planner™
Who's right for you.

B. Kelly Graves, CFP®

Carroll Financial Associates

4201 Congress St
Suite 210
Charlotte, NC 28209-4600
Phone: (704) 553-8006 x2574
Fax: (704) 553-9610

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.