Carson Partners Welcomes Dynamic Legacy Planning
Omaha, NE – July 28, 2021 – Dynamic Legacy Planning, a full-service wealth management firm based in Greenfield, Indiana has chosen Carson Partners as the best platform to serve their clients. The five-person team led by CEO and Senior Wealth Advisor, Jason White, CPWA®, JD, AAMA®, has $55 million in assets under management. “Jason White …
Carson Group Welcomes Ana Trujillo Limón as Director, Coaching and Advisor Content
Carson Group, one of the fastest growing financial services firms in the country, announces that Ana Trujillo Limón has joined the firm as Director, Coaching and Advisor Content. A communications professional with more than 15 years of media experience as a reporter and editor, she was most recently editor-in-chief, FPA Publications with the Financial Planning …
Carson Group, Financial Technology & Services Leader, Selects Bain Capital as Strategic Partner
Carson Group, one of the fastest-growing financial technology and services firms in the country, today announced that it has received a strategic investment from Bain Capital, valuing the business over $1 billion. The investment, along with a commitment to provide additional growth capital, will help the Company support its continued growth, technology development, and expansion by acquisition. …
Female Advisor Growth Study Reveals Stark Differences in Leadership Styles, Growth Drivers and Sales Training
Although they make up more than half the population, currently fewer than 20 percent of financial advisors are women. In order to help rectify that imbalance and understand how to increase the number of successful female advisors, Carson Group, one of the fastest growing financial services firms in the country, partnered with Hidden Insights Group …
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, …