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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.
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 and...
- Patrick Donachie
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.
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 has...
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...
Carroll & Associates is a professional services firm that specializes in serving the needs of one industry…credit unions. Credit unions remain unique and we have the expertise to understand all of the factors that make them distinctive.
Carroll Financial Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, publication of newsletters, and educational seminars and workshops.
