ROCK HILL, SOUTH CAROLINA – The annual market outlook returns this month to Winthrop University with a presentation by Kristopher Carroll of Wealth Enhancement Group on Wednesday, Feb. 16.
Carroll, who is managing director for the Carolinas at Wealth Enhancement Group, will lecture on “Looking Back at 2021: Looking Forward to 2022.”
Although he formally began his career at Carroll Financial Associates, Inc. in 1998, Carroll became interested in investment management started much earlier. As the son of two financial planners, he spent many evenings at the dinner table listening to his parents talk about the markets, investments and helping their clients plan for retirement.
Growing up in this environment and working summers in his father’s office, Carroll developed a homegrown passion for problem-solving, whether it involved pure mathematics or developing financial plans for clients.
Carroll Financial Associates recently merged with Wealth Enhancement Group, a well-respected, independent financial advisory firm. The two companies share similar values which focus on a core commitment to the best interest of clients.
Carroll joined Wealth Enhancement Group in 2021 where he works closely with pre-retirees and retirees with a specific focus on retirement income planning.
The Feb. 16 event will begin with a 5:30 p.m. reception followed by the 6:30 p.m. program, all of which will take place in McBryde Hall’s Tuttle Dining Room.
This event is free and open to the regional business community.
To reserve your space, RSVP online.
For more information, contact Celeste Tiller, director of external relations for the College of Business Administration, at tillerc@winthrop.edu or 803/323-2504.
