Kristopher Carroll
Managing Director, Carolinas
- Role
- Adjunct Professor at Winthrop University
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Kristopher Carroll
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 Group 4521 Sharon Road, Suite 400 Charlotte, NC 28••••••••06
Experience
Adjunct Professor
Jan 2012 — Present · Rock Hill, SC
Education
University of North Carolina at Charlotte
Bachelor’s Degree
1998 — 2001
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (M.B.A.)
2003 — 2005
The American College
Doctor of Philosophy (Ph.D.)
2014 — 2018
Skills
- Investments
- Model Portfolios
- Family Financial Planning
- Financial Coaching
- Retirement Income Strategies
- Retirement Planning
- Certified Financial Planner
- Iras
- Life Transitions
- Independent Financial Advice
- Transition Planning
- Trusts
- 401(K) Retirement Savings Plans
- Etfs
- Registered Investment Advisor
- Qualified Retirement Plans
- Retirement Savings
- Time Value of Money
- College Funding Strategies
- Investment Portfolio
- Estate Planning
- Financial Services
- Wealth Management Services
- Withdrawals
- College Savings Plans
- Financial Author
- College Education Planning
- Wealth Preservation Planning
- 529 Plans
- Elder Care
- Roth Ira
- Investment Management
- Money Management
- Finance
- 401k Rollovers
- Chartered Financial Analyst
- Portfolio Management
- Wealth Accumulation
- Intergenerational Wealth Transfer
- Asset Allocation
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