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1. www.wealthenhancement.com · s · acquisitionsCarroll Financial - Wealth Enhancement

   www.wealthenhancement.com · s · acquisitions

   

   Carroll Financial has Partnered with Wealth Enhancement Group. Our two firms have very similar philosophies and values, all of which focus on delivering the best possible advice for each client.

2. www.wealthmanagement.com · industry · wealthWealth Enhancement Group Acquires $4.7B North Carolina Firm

   www.wealthmanagement.com · industry · wealth

   

   Sep 9, 2021 · Wealth Enhancement Group is acquiring Carroll Financial Associates, a Charlotte, N.C.–based independent RIA with about $4.7 billion in client assets. The deal is the largest in WEG’s history...

   • Author: Patrick Donachie

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4. www.prnewswire.com · news-releases · wealthWealth Enhancement Group to Join Forces with Carroll ...

   www.prnewswire.com · news-releases · wealth

   

   Sep 9, 2021 · Carroll Financial Associates' three offices will be Wealth Enhancement Group's first in the Carolinas, and will help position it to serve clients in the fast-growing Charlotte region, which...

5. www.wealthenhancement.com · s · meet-our-teamKris Carroll, Managing Director - Wealth Enhancement Group

   www.wealthenhancement.com · s · meet-our-team

   

   Kris Carroll. CFA®, CFP®. Managing Director, Carolinas. Charlotte, NC. kcarroll@wealthenhancement.com. About Me. Although he formally began his career at Carroll Financial Associates, Inc. in 1998, Kris Carroll’s interest in investment management started much earlier.

6. www.facebook.com · carrollfinancialCarroll Financial Associates, Inc. | Charlotte NC - Facebook

   www.facebook.com · carrollfinancial

   

   Carroll Financial Associates, Inc., Charlotte, North Carolina. 868 likes · 33 were here. "The best interest of the client is the only interest that matters." - Larry W. Carroll, CFP®

   • 5/5 (24)
   • likes: 867

   • Followers: 925

7. www.linkedin.com · company · carroll-financialCarroll Financial - LinkedIn

   www.linkedin.com · company · carroll-financial

   

   One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc. assists clients in reaching their financial goals by providing...

8. People also ask

   What is Carroll Financial Associates?

   • Carroll Financial Associates is an independent RIA based in Charlotte, N.C. with approximately $4.7 billion in client assets. Wealth Enhancement Group is acquiring it, which will bring WEG's total client assets to $45.45 billion.

   Wealth Enhancement Group Acquires $4.7 Billion North

   www.wealthmanagement.com/industry/wealth-enhancement-group-acquires-47b-north-carolina-firm

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   What is Weg doing with Carroll Financial Associates?

   • Wealth Enhancement Group (WEG) is acquiring Carroll Financial Associates, a Charlotte, N.C.–based independent RIA with approximately $4.7 billion in client assets. This deal, which is the largest in WEG’s history, will boost its total client assets to $45.45 billion.

   Wealth Enhancement Group Acquires $4.7 Billion North

   www.wealthmanagement.com/industry/wealth-enhancement-group-acquires-47b-north-carolina-firm

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   Will my Carroll Financial team stay the same?

   • Your Carroll Financial team will not change; by partnering with Wealth Enhancement Group, we expect to be able to spend more time with clients by leveraging the strengths and overlapping capabilities between our teams. Your team will remain the same; Wealth Enhancement Group's mission is to improve our clients’ lives by delivering the best possible advice.

   Carroll Financial - Wealth Enhancement

   www.wealthenhancement.com/s/acquisitions/carroll-financial

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   Who are Larry Carroll and Kristopher Carroll?

   • Larry Carroll will serve as Senior Vice President and Financial Advisor, and Kristopher Carroll will serve as Managing Director at Wealth Enhancement Group upon the close of the transaction. The practice's brokerage assets will be moving to LPL Financial as part of the deal.

   Wealth Enhancement Group to Join Forces with Carroll

   www.prnewswire.com/news-releases/wealth-enhancement-group-to-join-forces-with-carroll-financial-associates-an-independent-ria-with-4-7-billion-in-client-assets-301372118.html

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9. www.yelp.com · biz · carroll-financial-associatesCarroll Financial Associates - Charlotte, NC - Yelp

   www.yelp.com · biz · carroll-financial-associates

   

   Carroll Financial is one of the Charlotte region's oldest and largest independent financial planning and wealth management firms. Our financial advisors offer many years of experience and provide customized financial planning to our clients. …

   • Location: 4521 Sharon Rd Ste 400 Charlotte, NC 28211