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How to find us:

Our office is located just south of Carmel Commons Shopping Center at the intersection of Pineville-Matthews Road (Hwy. 51) and Carmel Road. There you will find a small business park with two 4-story brick buildings
(see photo below).


We are on the 4th floor of the westernmost building called Carmel
Park 1. When you come to visit, we recommend parking in the south parking lot near the courtyard… it's the prettiest entrance.


The physical address is:

11111 Carmel Commons Blvd.

Suite 460

Charlotte, NC 28226


Please call if you

need assistance:

Phone: 704-900-5779

Toll-free: 855-407-3175

Additional directions

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Google Maps.


The LPL Financial registered representative associated with this site may only discuss and/or transact securities

Business with residents of the following states: CA, CT, FL, GA, MI, MO, NC, OK, PA, SC, WI.