Kristopher Carroll
Adjunct Professor at Winthrop University
Based in Charlotte, United States
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Seniority
Staff
Department
Education
Location
Charlotte
Industry
Higher Education
Company size
2K
Contact information
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k•••••••@winthrop.edu
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Background
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 28211 (704) 553-8006
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