AeroLeads people directory · profile
Kristopher Carroll, Phd, Cfa®, Cfp® Email & Phone Number
Managing Director, Carolinas
at
Wealth Enhancement Group
1 work email found
@wealthenhancement.com
3 phones found area 704
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Managing Director, Carolinas
Location
Charlotte, North Carolina, United States
Who is Kristopher Carroll, Phd, Cfa®, Cfp®? Overview
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Quick answer
Kristopher Carroll, Phd, Cfa®, Cfp® is listed as Managing Director, Carolinas at Wealth Enhancement Group, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at wealthenhancement.com, phone signal with area code 704, and a matched LinkedIn profile for Kristopher Carroll, Phd, Cfa®, Cfp®.
Kristopher Carroll, Phd, Cfa®, Cfp® previously worked as Adjunct Professor at Winthrop University and Chief Executive Officer at Carroll Financial. Kristopher Carroll, Phd, Cfa®, Cfp® holds Doctor Of Philosophy (Ph.D.), Financial & Retirement Income Planning from The American College.
Company email context
Email format at Wealth Enhancement Group
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*@wealthenhancement.com
68% confidence
AeroLeads found 1 current-domain work email signal for Kristopher Carroll, Phd, Cfa®, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Kristopher Carroll, Phd, Cfa®, Cfp®
Kris Carroll was the Chief Executive Officer at Carroll Financial, one of the Charlotte region’s oldest and largest financial planning and investment management firms. Kris works closely with pre-retirees and retirees with a specific focus on retirement income planning. A Chartered Financial Analyst® and Certified Financial Planner® practitioner, Kris holds a MBA from the University of North Carolina at Chapel Hill. He obtained his doctorate in Financial and Retirement Income Planning from The American College. His research interests included the study of optimal asset allocation for portfolios in withdrawals and dynamic withdrawal strategies in retirement.Kris has been quoted in The Wall Street Journal, The Charlotte Observer, Charlotte Business Journal, FiduciaryNews.com, and other online financial publications. An adjunct professor, Kris teaches financial planning at Winthrop University in Rock Hill, S.C.Wealth Enhancement Group4521 Sharon Road, Suite 400Charlotte, NC 28211(704) 553-8006
Current workplace
Kristopher Carroll, Phd, Cfa®, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles · 15 years
Kristopher Carroll, Phd, Cfa®, Cfp® work experience
A career timeline built from the work history available for this profile.
Managing Director, Carolinas
Current• Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.• For a list of states in which I am registered to do business, please visit http://www.wealthenhancement.com.
Dec 2021 - Present
Adjunct Professor
Current
2012 - Present
~14 yrs 6 mos
Chief Executive Officer
Jan 2021 - Dec 2021
Chief Investment Officer
I work directly with select families to help them reach their financial goals and collaborate with product specialists and analysts to oversee the company's due diligence regarding various investment products, in addition to my operational responsibilities.I am responsible for the ongoing management of client accounts and I lead the internal mutual fund committee and portfolio construction team here in the office. I am a Certified Financial Planner® practitioner, a Certified Financial Analyst ® charterholder and currently pursuing my doctorate in Financial and Retirement Income Planning from The American College.
Aug 1998 - Dec 2021
4 education records
Kristopher Carroll, Phd, Cfa®, Cfp® education
Doctor Of Philosophy (Ph.D.), Financial & Retirement Income Planning
Master Of Business Administration (M.B.A.), Finance, General
Bachelor’S Degree, B.S.B.A. Finance, B.S. Mathematics
Education record
FAQ
Frequently asked questions about Kristopher Carroll, Phd, Cfa®, Cfp®
Quick answers generated from the profile data available on this page.
What company does Kristopher Carroll, Phd, Cfa®, Cfp® work for?
Kristopher Carroll, Phd, Cfa®, Cfp® works for Wealth Enhancement Group.
What is Kristopher Carroll, Phd, Cfa®, Cfp®'s role at Wealth Enhancement Group?
Kristopher Carroll, Phd, Cfa®, Cfp® is listed as Managing Director, Carolinas at Wealth Enhancement Group.
What is Kristopher Carroll, Phd, Cfa®, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wealthenhancement.com for Kristopher Carroll, Phd, Cfa®, Cfp® at Wealth Enhancement Group.
What is Kristopher Carroll, Phd, Cfa®, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 704 for Kristopher Carroll, Phd, Cfa®, Cfp® at Wealth Enhancement Group.
Where is Kristopher Carroll, Phd, Cfa®, Cfp® based?
Kristopher Carroll, Phd, Cfa®, Cfp® is based in Charlotte, North Carolina, United States while working with Wealth Enhancement Group.
What companies has Kristopher Carroll, Phd, Cfa®, Cfp® worked for?
Kristopher Carroll, Phd, Cfa®, Cfp® has worked for Wealth Enhancement Group, Winthrop University, Carroll Financial, and Carroll Financial Associates.
How can I contact Kristopher Carroll, Phd, Cfa®, Cfp®?
You can use AeroLeads to view verified contact signals for Kristopher Carroll, Phd, Cfa®, Cfp® at Wealth Enhancement Group, including work email, phone, and LinkedIn data when available.
What schools did Kristopher Carroll, Phd, Cfa®, Cfp® attend?
Kristopher Carroll, Phd, Cfa®, Cfp® holds Doctor Of Philosophy (Ph.D.), Financial & Retirement Income Planning from The American College.
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