All Press Releases for September 23, 2014
Bill Trahan, CFP, CRC, Named Top Wealth Manager in Charlotte in 2014
Bill Trahan has a special interest in investment management and retirement income planning, and has over 25 years of experience advising clients. He is also a financial planning resource for the Charlotte Observer, USA Today and WSOC-TV.
Bill Trahan been repeatedly recognized in Charlotte Magazine as a five-star wealth manager, and is a past president of the NC Financial Planning Association.
CHARLOTTE, NC, September 23, 2014 /24-7PressRelease/ -- Carroll Financial Executive Vice President and Finance Advisor Bill Trahan has been recognized for showing dedication, leadership and excellence in money management.
Recognized for nearly three decades of invaluable contributions in his field, Bill 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. Once again a Top Wealth Manager in Charlotte in 2014, 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, Bill 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, Bill 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, Bill Trahan surpasses others in the field due to his prior industry experiences and his educational background, which includes a master's degree from Appalachian State University, as well as certifications as a financial planner and retirement income counselor. Just recently, he was inducted into Worldwide Registry for excellence in his field. Looking ahead, Bill 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.
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