Speakers

 

Kris Carroll, PhD, CFA, CFP®
Managing Director, Carolinas
Wealth Enhancement Group

Although he formally began his career at Carroll Financial Associates, Inc. in 1998, Kris Carroll’s interest in investment management started much earlier. As the son of two CERTIFIED FINANCIAL PLANNER™ practitioners, he spent many evenings at the dinner table listening to his parents talk about the markets, investments, and helping their clients plan for retirement.

Growing up in this environment and working summers in his father’s office, Kris developed a homegrown passion for problem-solving, whether pure mathematics or developing financial plans for clients. He joined Wealth Enhancement Group in 2021 where he works closely with pre-retirees and retirees with a specific focus on retirement income planning. The focus of his team is to provide the very best financial guidance and service to our clients.