Carolina Asset Management Email Formats
Financial Services • 
Charlotte, North Carolina, United States • 11-20 Employees
Carolina Asset Management Email Formats
Carolina Asset Management uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
Key Contacts at Carolina Asset Management
Jackson Gilbert Iii
Aga-Managing Director
Stewart Mckibben
Co-Founder & Managing Partner At Carolina Asset Management
Company overview
| Headquarters | 8008 Corporate Center Dr, Charlotte, North Carolina 28226, US |
| Phone number | +17049756365 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Financial Advisory, Insurance Planning, Strategic Financial Planning, Employee Benefits, Disability Insurance, Education Planning, Retirement Planning, Life Insurance, Ira Rollovers, 401(K) Planning, Economic Based Financial Planning |
| Founded | 2014 |
| Employees | 11-20 |
| Socials |
About Carolina Asset Management
At Carolina Asset Management our goal is to provide the best solutions for our clients to allow them to achieve their financial goals regardless of what company or product it takes. Working with business owners and professional athletes we focus on building sustainable revenue sources outside of their primary income generator. Our Advisors work hard to make the often complicated world of personal financial planning, business planning, and estate planning easy to understand. We strive to educate our clients on all of the solutions available to them while working together to identify what strategies and products fit best for their family or business. Carolina Asset Management utilizes a distinct macro-economic modeling process with our clients. This nontraditional approach helps our clients understand financial concepts and dynamics, which then forms the foundation for a personalized road map—a plan that helps balance growth potential with the reduction of risk for their future.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Carolina Asset Management has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Carolina Asset Management has never raised funding before.
Carolina Asset Management Tech Stack
Discover the technologies and tools that power Carolina Asset Management's digital infrastructure, from frameworks to analytics platforms.
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