Carson Group

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At Carson, we are building something truly special, and it starts with assembling a dream team of industry leaders who share our vision for elevating how advisors serve high and ultra-high-net-worth clients. It takes the right people, deep expertise and a shared vision for delivering meaningful, long-term impact. We’re thrilled to see Heather Zack JD, LLM, MSFP, CAP® and David Haughton, JD, CPWA® working together again as part of our growing Private Client Services team. Their experience in advanced and estate planning strengthens our ability to help advisors deliver meaningful, long-term impact for their most sophisticated clients. They recently sat down with Financial Advisor IQ to share how they’re shaping this next chapter for Carson. Read the story: https://lnkd.in/gem2QK4A

Congratulations to Michael Belluomini, finalist for M&A Leader of the Year at the 2025 ThinkAdvisor Luminaries Awards! 🏆 The Luminaries spotlight the leaders reshaping financial services through bold vision, innovation, and lasting impact. Winners will be announced December 4. See the full list of finalists here: https://bit.ly/3W6Npxl

Insights from our 2025 State of Women in Wealth Management report were featured in Barron's, in a new piece by Weld Royal spotlighting the trailblazing women reshaping wealth management. Carson Group is proud to contribute to this movement with our annual report, which highlights how women advisors are redefining success through client-first models and values-driven leadership. We’re especially thrilled to see our very own Debra Taylor CPA/PFS™️, JD, CDFA®️ featured. Her journey from founder to Carson Wealth’s Managing Director and Chief Tax Strategist is a testament to the impact of thoughtful succession planning and client-centered care. Read more: https://hubs.li/Q03CZC990

The next generation of top advisor talent is right here at Carson Group! With generational shifts, there is a huge opportunity for younger advisors to make their mark on the industry with a large gap opening up as over a third of advisors expected to retire in the next decade. Amid these shifts, younger advisors have unique needs when it comes to ownership and work-life balance. Three of our advisors including Chief Tax Strategist Debra Taylor CPA/PFS™️, JD, CDFA®️, Shanna J Kehoe, CFP®, CWS® and Alana Macy shared their perspectives on how RIAs can support the next generation of finical advisors breaking into the industry with InvestmentNews. Check out the full piece https://hubs.li/Q03CD1Sy0 #WomeninWealth #CarsonGroup

In response to the growing demand for specialized wealth management, Carson Group has launched a dedicated Private Client Services team. This initiative aims to offer ultra-high-net-worth clients bespoke financial strategies and unparalleled service. Discover how we're enhancing our offerings to better serve our clients in this recent ThinkAdvisor article: 🔗 https://hubs.li/Q03C7zj60 #CarsonGroup #WealthManagement #FinancialAdvisors