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Carroll Team

4521 Sharon Road, Suite 400

Charlotte,

NC

28211

carrollcharlotte-info@wealthenhancement.com

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Meet with us

About the Carroll Team

Our purpose is to develop long-lasting relationships with our clients and their families by combining our areas of experience with our clients’ investment management and planning needs. We assist our clients in reaching their financial goals by working to provide quality financial, retirement, and estate planning services through creative, intelligent strategies. We believe that clients should always come first. We treat them fairly, ethically, and respectfully, and our clients have the right to competent, courteous service and advice. 

Charlotte Advisory Team

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Kris Carroll

CFA®, CFP®

Managing Director, Carolinas

Charlotte, NC

Patrick Bobbins

CFA®, CIMA®

Senior Vice President, Financial Advisor

Charlotte, NC

Hickory, NC

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Steve Stewart

CFP®, RICP®, CIMA®

Vice President, Financial Advisor

Charlotte, NC

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Cindy Piacentino

CFP®

Vice President, Financial Advisor

Charlotte, NC

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Terrell Stauffer

CFP®, CKA®

Financial Advisor

Charlotte, NC

Charlotte Support Team

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Mary McCormick

Regional Operations Director

Charlotte, NC

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Sandy Cleasby

Senior Client Service Manager

Charlotte, NC

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Dana Allen

Senior Client Service Associate

Charlotte, NC

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Bo Britt

Portfolio Assistant

Rock Hill, SC

Hayden Askea

Trading Associate

Charlotte, NC

Alina Cukro

Client Service Associate

Charlotte, NC

Raleigh Advisory Team

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Chris Baker

Associate Financial Advisor

Raleigh, NC

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Sarah Strickland

RICP®

Associate Financial Advisor

Raleigh, NC

Rock Hill Advisory Team

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Michelle Guissinger

CFP®, CPA, CDFA®

Senior Vice President, Financial Advisor

Rock Hill, SC

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Sarah LePhew

CFP®, CDFA®

Vice President, Financial Advisor

Rock Hill, SC

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Ben Ganson

CFP®

Vice President, Financial Advisor

Rock Hill, SC

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Leslie Ortiz

CFP®

Associate Financial Advisor

Rock Hill, SC

Resources from our team

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Newsroom

TIME: Kris Carroll Quoted in “A Timeline of the Biggest Stock Market Crashes in U.S. History”

Kris Carroll CFA®, CFP®, Managing Director, Carolinas at Wealth Enhancement Group was quoted by Time in an article titled, “A Timeline of the Biggest Stock Market Crashes in U.S. History.”
Kris Carroll CFA®, CFP®

Newsroom

InvestmentNews: Kris Carroll Quoted in "Game changer or not, SECURE 2.0 529 rollover rule turns"

Kris Carroll, PhD, CFA, CFP, managing director and financial advisor at Wealth Enhancement Group was quoted by InvestmentNews in
Kris Carroll CFA®, CFP®

Newsroom

Barron's: Kris Carroll Quoted in "There’s a Talent Shortage. How Advice Firms Are Stretching Their Resources."

Kris Carroll, PhD, CFA®, CFP® Managing Director at Wealth Enhancement Group was featured by Barron’s in “The Big Q” column sharing information on how financial advisory teams can maximize their ef
Kris Carroll CFA®, CFP®

Events and Webinars

Reimagining Your Retirement: 3 Keys to Success

The way we define the word “retirement” is changing. Retirement planning today means more than simply leaving your full-time job. It means achieving the financial freedom to pursue your passions and purpose—whether that means part-time work, teaching, consulting, or volunteering. How will you spend your time when your career comes to a close?
Kris Carroll CFA®, CFP®

Team locations

Charlotte, NC
4521 Sharon Road, Suite 400, Charlotte, North Carolina, 28211
(704) 553-8006
details
Raleigh, NC
4101 Lake Boone Trail, Suite 116, Raleigh, North Carolina, 27607
(984) 344-9139
details
Rock Hill, SC
331 East Main Street, Suite 403, Rock Hill, South Carolina, 29730
(803) 329-5125
details

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.