News

Carson Group President Teri Shepherd is a Finalist in the Stevie® Awards for Women in Business

Posted on October 23, 2019

Omaha, NE – October 24, 2019 – Carson Group, one of the fastest-growing financial services firms in the country, is excited to announce that President Teri Shepherd has been named a Finalist in the Female Executive of the Year – Business Services category in the 16th annual Stevie® Awards for Women in Business. The Stevie Awards for Women in Business honor women executives, entrepreneurs, employees and the companies they run worldwide. The Stevie Awards have been hailed as the world’s premier business awards.

Shepherd leads Carson’s institutional and retail-focused divisions, including operations, compliance, transformations, technology, communications and stakeholder development. She also oversees continuous improvements to optimize the advisor and client experience for the firm, which now collectively manages $11.2 billion in assets among 108 partner offices around the country.

Gold, Silver and Bronze Stevie Award winners will be announced during a gala event at the Marriott Marquis Hotel in New York on Friday, November 15. Nominated female executives and entrepreneurs from the United States and several other countries will be in attendance at the livestreamed event.

“In its sixteenth year, the Stevie Awards for Women in Business received a record number of nominations. With the second annual Women|Future Conference preceding the announcement of winners on November 15, it will be a day to celebrate the achievements of working women around the world,” said Michael Gallagher, founder and Executive Chairman of the Stevie Awards.  “We’re looking forward to recognizing the Stevie Award winners next month.”

Founder and CEO Ron Carson congratulated Shepherd, saying, “Teri was the first female executive to join our team and she immediately set out to recruit more female wealth advisors and shape the culture at Carson. She leads with such compassion for our stakeholders and I cannot think of a more deserving person. She’s going to continue to change the financial services profession for the better.”

In addition to being a mainstay in the Barron’s annual list of top wealth management firms, Carson Group remains among the Inc. 5000 list of America’s fastest-growing companies, has been recognized for two consecutive years by InvestmentNews as a top-50 firm for Best Places to Work for Financial Advisors, and was recently awarded a Best Places to Work in FinTech by American Banker.