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Carroll Team

4521 Sharon Road, Suite 400

Charlotte,

NC

28211

carrollcharlotte-info@wealthenhancement.com

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Meet with us

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. 

Charlotte Advisory Team

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Kris Carroll

CFA®, CFP®

Managing Director, Carolinas

Charlotte, NC

Patrick Bobbins

CFA®, CIMA®

Senior Vice President, Financial Advisor

Charlotte, NC

Hickory, NC

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Steve Stewart

CFP®, RICP®, CIMA®

Vice President, Financial Advisor

Charlotte, NC

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Cindy Piacentino

CFP®

Vice President, Financial Advisor

Charlotte, NC

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Terrell Stauffer

CFP®, CKA®

Financial Advisor

Charlotte, NC

Charlotte Support Team

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Bo Britt

Portfolio Assistant

Rock Hill, SC

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Dana Allen

Senior Client Service Associate

Charlotte, NC

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Sandy Cleasby

Senior Client Service Manager

Charlotte, NC

Alina Cukro

Client Service Associate

Charlotte, NC

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Mary McCormick

Regional Operations Director

Charlotte, NC

Hayden Askea

Trading Associate

Charlotte, NC

Raleigh Advisory Team

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Chris Baker

Associate Financial Advisor

Raleigh, NC

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Sarah Strickland

RICP®

Associate Financial Advisor

Raleigh, NC

Rock Hill Advisory Team

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Michelle Guissinger

CFP®, CPA, CDFA®

Senior Vice President, Financial Advisor

Rock Hill, SC

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Sarah LePhew

CFP®, CDFA®

Vice President, Financial Advisor

Rock Hill, SC

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Ben Ganson

CFP®

Vice President, Financial Advisor

Rock Hill, SC

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Leslie Ortiz-Quiroz

CFP®

Associate Financial Advisor

Rock Hill, SC

Rock Hill Support Team

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Samantha Gainer

Senior Client Service Associate

Rock Hill, SC

Jamielee Phillips

Client Service Associate

Rock Hill, SC

Resources from our team

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Newsroom

Fortune: Patrick Bobbins Featured in “Taxable Brokerage Accounts: The Most Versatile Investment Option”

Patrick Bobbins, CFA®, CIMA®, Vice President, and Financial Advisor at Wealth Enhancement Group was featured by Fortune in “Taxable Brokerage Accounts: The Most Versatile Investment Option.” 
Patrick Bobbins CFA®, CIMA®

Newsroom

U.S. News & World Report: Kris Carroll Featured in “When Your Adult Children Launch: What to Do with the Money You Aren’t Spending on Them"

Kris Carroll, PhD, CFA®, CFP®, Managing Director and Financial Advisor at Wealth Enhancement Group was featured by U.S. News & World Report in “When Your Adult Children Launch: What to Do with the Money You Aren’t Spending on Them.”
Kris Carroll CFA®, CFP®

Newsroom

U.S. News & World Report: Kris Carroll Featured in “No, Mickey Mouse Isn’t Retiring, and Other Retirement 'Fake News' You Need to Be Aware Of"

Kris Carroll, PhD, CFA®, CFP®, Managing Director and Financial Advisor at Wealth Enhancement Group was featured by U.S.
Kris Carroll CFA®, CFP®

Newsroom

Kris Carroll Named to Forbes Best-In-State Wealth Advisors Ranking

Kris Carroll, CFA®, CFP®, Managing Director of the Carolinas at Wealth Enhancement Group’s Charlotte office, has been recognized in the 2023 Best-In-State Wealth Advisors. ranking by Forbes. 
Kris Carroll CFA®, CFP®

Newsroom

Yahoo Finance: Terrell Stauffer Featured in "Medicare Tax: Should High Earners Pay More? See What People Think."

Terrell Stauffer, CFP® Financial Advisor at Wealth Enhancement Group was featured in a Yahoo Finance article titled, "Medicare Tax: Should High Earners Pay More? See What People Think."
Terrell Stauffer CFP®, CKA®

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:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

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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.