Carroll Team

About the Carroll Team

Our purpose is to develop long-lasting relationships with our clients and their families by combining our areas of experience with our clients’ investment management and planning needs. We assist our clients in reaching their financial goals by working to provide quality financial, retirement, and estate planning services through creative, intelligent strategies. We believe that clients should always come first. We treat them fairly, ethically, and respectfully, and our clients have the right to competent, courteous service and advice.

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CLIENT PORTAL ORION PERSHING SCHWAB ALLIANCE

Charlotte Advisory Team

Kris Carroll

CFA®, CFP®

Managing Director, Carolinas

Charlotte, NC

Patrick Bobbins

CFA®, CIMA®

Senior Vice President, Financial Advisor

Charlotte, NC

Hickory, NC

Steve Stewart

CFP®, RICP®, CIMA®

Vice President, Financial Advisor

Charlotte, NC

Cindy Piacentino

CFP®

Vice President, Financial Advisor

Charlotte, NC

Terrell Stauffer

CFP®, CKA®

Financial Advisor

Charlotte, NC

Charlotte Support Team

Bo Britt

Portfolio Assistant

Rock Hill, SC

Dana Allen

Senior Client Service Associate

Charlotte, NC

Sandy Cleasby

Senior Client Service Manager

Charlotte, NC

Alina Cukro

Client Service Associate

Charlotte, NC

Mary McCormick

Regional Operations Director

Charlotte, NC

Hayden Askea

Trading Associate

Charlotte, NC

Raleigh Advisory Team

Chris Baker

Associate Financial Advisor

Raleigh, NC

Sarah Strickland

RICP®

Associate Financial Advisor

Raleigh, NC

Rock Hill Advisory Team

Michelle Guissinger

CFP®, CPA, CDFA®

Senior Vice President, Financial Advisor

Rock Hill, SC

Sarah LePhew

CFP®, CDFA®

Vice President, Financial Advisor

Rock Hill, SC

Ben Ganson

CFP®

Vice President, Financial Advisor

Rock Hill, SC

Leslie Ortiz-Quiroz

CFP®

Associate Financial Advisor

Rock Hill, SC

Rock Hill Support Team

Samantha Gainer

Senior Client Service Associate

Rock Hill, SC

Jamielee Phillips

Client Service Associate

Rock Hill, SC

In the news

Media

CBS: Dustin Smith Featured in “It’s the Toughest Topic for Parents To Talk About With Kids. Tips for Talking About Money.”

Dustin Smith

Forbes

Best S&P 500 Funds for 2025

Bob Welch

Media

Investing Should Be Boring

Dustin Smith

Resources from our team

Blog

3 Ways to Successfully Reimagine Your Retirement

Retirement planning today means more than simply leaving your full-time job. It means achieving the financial freedom to pursue your passions and purpose—whether part-time work, teaching, consulting, volunteering, etc. How will you spend your time when your career comes to a close?

Kris Carroll CFA®, CFP®

01/24/2023

Newsroom

Kris Carroll Named on Forbes 2024 List of Best-in-State Wealth Advisors

Kris Carroll, CFA®, CFP®, Managing Director of the Carolina’s at Wealth Enhancement, has been recognized by Forbes in the 2024 Best-in-State Wealth Advisors list. Kris ranks #5 in North Carolina.*

Kris Carroll CFA®, CFP®

07/16/2024

Newsroom

GOBankingRates: Kris Carroll Featured in “Here’s How Much Salary the Average American Contributes to Retirement Savings”

Kris Carroll CFA®, CFP®, Managing Director of the Carolinas was featured by GOBankingRates in “Here’s How Much Salary the Average American Contributes to Retirement Savings.”

Kris Carroll CFA®, CFP®

05/09/2024

Newsroom

U.S. News: Kris Carroll Featured in “What is a Personal Asset?”

Kris Carroll CFA®, CFP®, Managing Director of the Carolinas at Wealth Enhancement Group was featured by U.S.

Kris Carroll CFA®, CFP®

04/23/2024

Newsroom

The Charlotte Ledger: Kristopher Carroll Featured in “Charlotte Experts Caution Against Hasty Market Moves”

Kristopher Carroll, CFA, CFP, Managing Director, Carolinas at Wealth Enhancement was featured by The Charlotte Ledger in an article titled “Charlotte Experts Caution Against Hasty Market Moves.”

Kris Carroll CFA®, CFP®

04/16/2025

Team locations

Charlotte, NC

4521 Sharon Road, Suite 400, Charlotte, North Carolina, 28211

(704) 553-8006

details

Raleigh, NC

4101 Lake Boone Trail, Suite 116, Raleigh, North Carolina, 27607

(984) 344-9139

details

Rock Hill, SC

331 East Main Street, Suite 403, Rock Hill, South Carolina, 29730

(803) 329-5125

details

Your complimentary consultation

During your no-obligation meeting, you will:

Get a second opinion on your financial situation

Be matched with a Wealth Enhancement advisor

Begin crafting a comprehensive financial plan

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.