Mary Kate Gulick Joins Carson Group as Chief Marketing Officer
Carson Group, one of the fastest growing financial services firms in the country, announces the addition to its executive team of Mary Kate Gulick as Chief Marketing Officer. She brings to Carson more than 20 years of marketing experience, including leadership roles at TD Ameritrade Institutional, IBM and multiple award-winning advertising agencies with a focus on financial …
Carson Partners Affiliate Gold Family Wealth Welcomes Daniel Armas, CFP®
Omaha, NE – May 20, 2021 – Gold Family Wealth, a leading wealth management and financial planning firm based in Westport, Connecticut, and a member of the Carson Partners network, has added Daniel Armas, CFP®, as Managing Partner and Wealth Advisor. A consummate professional with more than 18 years of financial planning experience, Armas has expanded …
Jacqueline Campbell’s Alexander Legacy Private Wealth Management Joins Carson Partners
Alexander Legacy Private Wealth Management, a full-service advisory firm led by President, CEO and Senior Wealth Advisor Jacqueline (JaQ) Campbell and based in Chicago, Ill., announced today that it is joining the Carson Partners network. Already deeply dedicated to creating an impact, Campbell and team look forward to streamlining operations and client service in order to better help …
Christopher Page Joins Carson Group as Vice President of Mergers and Acquisitions
Carson Group, one of the fastest-growing wealth management firms in the country, has hired Christopher Page as Vice President of Mergers and Acquisitions. Page will serve a pivotal role at Carson as the firm continues to ramp up the number of minority investments it is making in advisory firms across the United States. “Our model of making minority …
President George W. Bush to Shine a Light on Leadership at Carson Excell 2021
OMAHA, Neb., March 19, 2021 /PRNewswire/ — Carson Group, one of the fastest growing financial services firms in the country, today announced a special guest for the 35th edition of its flagship annual conference, Excell 2021. George W. Bush, 43rd President of the United States, will join attendees for an enlightening conversation, “The Challenges Facing Our Nation in the 21st Century and …
Carson Group Recognized on Inc. Magazine’s List of the Midwest’s Fastest-Growing Private Companies
Ron Carson’s firm, established in 1983, ranks #135 on the list OMAHA, NEB., March 16, 2021 – Carson Group is excited to announce that it has been ranked #135 on the 2021 Inc. 5000 Regionals: Midwest list, the most prestigious ranking of the fastest-growing private companies in Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, …
Main Street Financial Life Advisors, LLC® Joins Industry Leader Carson Partners
Main Street Financial Life Advisors, LLC®, an independent investment management and financial planning practice with more than $163 million in assets under management is the latest firm looking to accelerate its growth and better serve clients by joining Carson Partners. Located outside of Philadelphia, Pennsylvania, in Moorestown, New Jersey, Main Street Financial was founded by J. Joseph Roman, CPA/PFS, MST, …
Price Financial Group Affiliates with Industry-leading Carson Partners
PORTLAND, Ore., Feb. 24, 2021 – Price Financial Group, an independent investment and wealth management firm in Beaverton and Portland, OR, is excited to announce their alignment with Carson Partners. Bo Caldwell, CEO and Wealth Manager as well as Matt Mai, CIO and Wealth Manager, along with their entire team, made the decision to further strengthen their movement in financial …
Carson Partners Welcomes Lane Brothers & Co. to Network
Scottsdale, Arizona – February 8, 2021 – Lane Brothers & Co., a wealth management firm with offices in Prescott and Scottsdale, Arizona, with $110 million in client assets under management, has announced its decision to join the Carson Partners network. The firm is led by Senior Wealth Advisor, Kevin P. Lane, who founded Lane Brothers & Co. …
Strategic Wealth Partners Becomes First Carson Wealth Office in Pennsylvania
DOYLESTOWN, Penn., January 19, 2021 – Strategic Wealth Partners, LLC, a boutique wealth management firm serving families in Doylestown, the Philadelphia metro area, and across the country, announced today that it is joining the Carson Wealth brand. Managing $200 million in assets, Strategic Wealth was established in 2006 and primarily serves mid- to late-career executives …
Boston Retirement Group is the Newest Affiliate with Ron Carson’s Partnership Network
Omaha, Nebraska – October 29, 2020 – Boston Retirement Group, a firm that offers a full array of comprehensive personal and business financial services, announced today that it is joining the Carson Partners network. The team ultimately decided to affiliate with Carson to deliver a “single pane of glass” experience for clients, improved investment strategies and reporting, …