About

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.

Kris has won Forbes Best-In-State Wealth Advisors (2022-2023)* and is also a "5 Star Wealth Manager (2016, 2018-2023)" award recipient.**

*The Forbes Best-in-State Wealth Advisors ranking is awarded based upon criteria including in-person interviews, industry experience, compliance records, revenue production, and assets under management. Awarded 4/07/22 for the period of 6/30/20 - 6/30/21 and 4/4/23 for the period of 6/30/21 - 6/30/22

**Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018, 2019, 2020, 2021 or 2022 FIVE STAR Wealth Managers Awarded 8/01/18 for the period of 11/22/17 - 5/25/18. Awarded 8/01/19 for the period of 10/22/18 - 5/24/19. Awarded 8/01/20 for the period of 10/28/19 - 5/08/20. Awarded 8/01/21 for the period of 10/05/20 - 4/30/21. Awarded 8/01/22 for the period of 10/11/21 - 4/22/22. Awarded 8/1/23 for the period of 10/10/22 through 5/05/23

Education

  • PhD, The American College of Financial Services
  • MBA, University of North Carolina at Chapel Hill
  • MS, University of Chicago
  • BS, Mathematics and Business Administration - Finance, University of North Carolina at Charlotte

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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®

Newsroom

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®

Newsroom

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®

Newsroom

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

Newsroom

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®

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