Kris Carroll CFA®, CFP®, Managing Director of Wealth Enhancement Group’s North Carolina office, has been recognized in the 2024 “Top 1,200 Financial Advisors” ranking by Barron’s, a leading weekly financial magazine.
CEO of Wealth Enhancement Group Jeff Dekko said, "I want to congratulate Kris on being named to Barron's Top 1,200 Advisors list. Kris and his entire team demonstrate extraordinary client care and I am honored to announce this prestigious recognition.
The elite list recognizes the country’s top-performing financial advisors based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Top advisors are chosen by state with the number of spots determined by each state’s population and wealth. Kris is ranked #13 in the state of North Carolina.
Kris is one of eight advisors from Wealth Enhancement Group who have been named to the Barron’s Top 1,200 this year.
About the Research Process
The Barron’s team utilizes over 100 data points to evaluate candidates and rankings are compiled using a range of criteria including assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component of the evaluation criteria. The award is not indicative of a professional’s future performance and may not be representative of any one client’s experience. This year’s rankings are based on data provided by about 6,000 advisors with approximately 20% being named to the final list.
About Barron’s
Barron’s (www.barrons.com) is a premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come.
About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi ™processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our 110 offices and growing - nationwide. Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Contact information:
Marianne Gebhardt
Integrated Marketing Communications Manager
(704) 409-2589 | mgebhardt@wealthenhancement.com
Awarded on 3/14/24 for the period of 9/30/22-9/30/23
