Larry Carroll

Overview

Larry Carroll is a Senior Vice President and Financial Advisor at Wealth Enhancement Group, a leading independent wealth management firm based in Charlotte, North Carolina. With decades of experience in the financial services industry, he specializes in investment management, financial planning, and retirement income strategies for retirees and pre-retirees. Prior to joining Wealth Enhancement Group, Larry founded Carroll Financial, an RIA firm providing comprehensive financial planning and investment management services. Under his leadership, Carroll Financial grew into one of the largest independent wealth management firms in the region. In 2021, the firm joined Wealth Enhancement Group, expanding its capabilities and national reach. Larry holds an M.B.A. from the Haslam College of Business at the University of Tennessee and a B.S. in Accounting from Austin Peay State University. He has been recognized as a thought leader in the industry, with his expertise featured in leading publications such as Money, Newsweek, The New York Times, The Wall Street Journal, and BusinessWeek. He has also made television appearances on programs such as CNBC Street Signs and NBC Nightly News with Tom Brokaw. Larry is deeply involved in his community, supporting numerous local charities and universities, including the YMCA of Greater Charlotte, the American Red Cross, Austin Peay State University, Winthrop University, The University of Tennessee, the Cultural and Heritage Foundation of York County, and Hospice and Palliative Care Charlotte Region.

Investment Focus

• Accredited Investor Status
• Investment Horizon: 5+ Years
• Risk Tolerance: Medium to High
• Diversification Across Asset Classes
• Alignment with Client's Financial Goals and Objectives
• Compliance with Regulatory Standards
• Adherence to Firm's Investment Policies and Strategies
• Regular Communication and Reporting
• Commitment to Long-Term Wealth Preservation and Growth

Portfolio Companies