Carroll Financial Leadership

Kris Carroll is the Chief Investment 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 M.S. in Financial Mathematics from the University of Chicago and MBA from the University of North Carolina at Chapel Hill. He is currently pursuing his doctorate in Financial and Retirement Income Planning from The American College. His research interests include 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., where he is also active on the College of Business Administration’s Advisory Committee. Kris serves on the board of the North Carolina Council for Economic Education.Registered Representative of and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor. Carroll Financial and Cetera Advisor Networks are not affiliated. Carroll Financial Associates 4521 Sharon Road, Suite 400Charlotte, NC 28211(704) 553-8006

Experienced Chief Of Staff with a demonstrated history of working in the financial services industry. Skilled in Mobile Advertising, Digital Strategy, Integrated Marketing, Media Buying, and Mobile Marketing. Strong administrative professional with a BA focused in Criminal Justice from SUNY Oneonta.