Office Information
Contact Kris
Team Office
Kris’s Locations
Charlotte, NC 28211 (704) 553-8006
Kris Carroll
Managing Director, Carolinas
PhD, CFA®, CFP®
About Kris
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
Awards & Recognition
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Both of my parents, Larry W. Carroll and Vivian M. Carroll, were financial advisors, so I grew up around the profession. But I found my own calling while guiding nervous clients through the difficult markets of 2000–2002. I realized I was good at work that mattered—building personal relationships and helping people navigate important decisions.
I enjoy solving complex problems and helping clients understand their choices. Every person’s situation is different, so I value getting to know what matters to them and tailoring our work to their needs and priorities. The most meaningful part is finding practical ways to make their lives better.
A successful client relationship is built on trust and open, two-way communication. I listen closely and want clients to share what they are thinking and feeling. In return, I value clients who stay engaged, consider our advice and communicate openly. That partnership is what makes the relationship work.
Outside of work, life centers on my blended family—raising teenagers, helping young adults navigate college and occasionally teaching someone to drive. My wife and I enjoy traveling, movies, great food and wine. I’m also a big LEGO fan; building something lets me turn off my brain, focus and recharge.
I’m most proud of earning my PhD. I had hoped to pursue it after completing my MBA but chose instead to begin working with my father. Years later, I returned to that goal. Completing the program and spending several years writing my dissertation required persistence and represented the culmination of a lifelong commitment to education.
Let’s craft your future, together
Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
Insights from Kris
What we’re thinking about
3 Ways to Successfully Reimagine Your Retirement
Newsroom and Resources
View All34 Wealth Enhancement Advisors Recognized on the 2026 Forbes Best-In-State Wealth Advisors Ranking
Eight Wealth Enhancement Advisors Named Among Barron’s 2026 Top 1,500 Financial Advisors
Financial Planning: Kris Carroll Featured in “How young advisors can build client trust”
Kris Carroll Named on Forbes 2024 List of Best-in-State Wealth Advisors
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
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