Kristopher Carroll Email & Phone Number
Managing Director, Carolinas @ Wealth Enhancement Group
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Kristopher Carroll Location
- Charlotte, NC, US
Kristopher Carroll Work
- Managing Director, Carolinas @ (December 2021 - Present)
- Adjunct Professor @ (January 2012 - May 2025)
- Chief Executive Officer @ (January 2021 - December 2021)
- Chief Investment Officer @ (August 1998 - December 2021)
Kristopher Carroll Education
- The American College of Financial Services
Doctor of Philosophy (Ph.D.) (Financial & Retirement Income Planning)
2014-2018 - UNC Kenan-Flagler Business School
Master of Business Administration (M.B.A.) (Finance, General)
2003-2005 - University of North Carolina at Charlotte
Bachelor’s Degree (B.S.B.A. Finance, B.S. Mathematics)
1998-2001 - Virginia Tech
Kristopher Carroll Skills
- Estate Planning
- College Education Planning
- Independent Financial Advice
- Retirement Withdrawals
- Registered Investment Advisor
- Retirement Savings
- Wealth Preservation Planning
- Retirement Income Strategies
- Retirement Planning
- Time Value of Money
- Intergenerational Wealth Transfer
- Financial Planning
- Withdrawals
- Wealth Management Services
- Portfolio Management
- IRAs
- Model Portfolios
- Investments
- Investment Portfolio
- Finance
- 401k Retirement Savings Plans
- Asset Allocation
- Investment Advisory
- Roth IRA
- Financial Services
- Wealth Management
- Multi Generational Wealth Transfer
- Securities
- Qualified Retirement Plans
- Investment Strategies
- Wealth Accumulation
- College Savings Plans
- Asset Management
- Trusts
- Certified Financial Planner
- Transition Planning
- College Funding Strategies
- Financial Author
- Family Financial Planning
- Retirement Solutions
- 401k Rollovers
- Elder Care
- Financial Coaching
- ETFs
- Money Management
- Life Transitions
- 529 Plans
- Investment Management
- Chartered Financial Analyst
- 401 Retirement Savings Plans
Kristopher Carroll Summary
- Kristopher Carroll, based in Charlotte, NC, US, is currently a Managing Director, Carolinas at Wealth Enhancement Group. Kristopher Carroll brings experience from previous roles at Winthrop University, Carroll Financial and Carroll Financial Associates. Kristopher Carroll holds a 2014 - 2018 Doctor of Philosophy (Ph.D.) in Financial & Retirement Income Planning @ The American College of Financial Services. With a robust skill set that includes Estate Planning, College Education Planning, Independent Financial Advice, Retirement Withdrawals, Registered Investment Advisor and more. Kristopher Carroll has 1 emails and 2 mobile phone numbers on RocketReach.
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