portrait of Bart Carmichael
FINANCIAL ADVISOR

Bart Carmichael

CFP®, ChFC®, AAMS™
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Certifications

  • CFP®

    Certified Financial Planner™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Hiking
  • Board Games

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(877) 335-9566

Branch Team

  • Shelly Rodriguez
    Sr. Branch Office Administrator

Office Address

Village At Robinson Farm
8430 Rea Road Suite 130
Charlotte, NC 28277opens in a new window

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