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Financial Planning: Kris Carroll Featured in “How young advisors can build client trust"

Kris Carroll

- Ph.D, CFA®, CFP®

09/23/2025

1 minute

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Kris Carroll, Ph.D, CFA®, CFP®, Managing Director at Wealth Enhancement, was featured by Financial Planning in the article, “How young advisors can build client trust.” 

Age often does bring more knowledge of "how to deal with all of the interpersonal stuff that goes on in families," so younger advisors may need to accept some aspects of clients' hesitation, Carroll said. 

Read the full article here:  

https://www.financial-planning.com/news/how-younger-financial-advisors-address-inexperience 

 

Financial Planning

Head shot of Kris Carroll

Managing Director, Carolinas

Charlotte, NC

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.

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