Stephen Carroll is a financial advisor with Carroll Investors, Inc. in Mt Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Raymond James & Associates, Morgan Keegan & Company, LLC, and UBS Financial Services. Carroll Investors, Inc. provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients, focusing on a long-term growth equity strategy that emphasizes individual growth stocks and employs fundamental, technical, and charting analysis. The firm manages approximately $221 million across about 88 accounts with two advisors and uses a concentrated, non-diversified investment approach.

Maria Howe is a financial advisor at Carroll Investors, Inc. with 19 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates, INC. from 2013 to 2021. Outside of her advisory role, she teaches a weekly fitness class at The Barre Code. Carroll Investors, Inc. manages approximately $213 million for individual and high-net-worth clients, focusing on tailored, long-term growth equity portfolios that may include higher-risk instruments. The firm operates with a small advisory team, combining related household accounts for fee and administration purposes.