Carson Wealth
Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations. We are one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. Carson Wealth Management Group was founded on traditional values; professional knowledge, integrity, personalized service and teamwork. Our goal is to help our clients attain True Wealth - all that money can't buy and death can't take away. We understand you have unique goals and objectives and we’re passionate about helping you discover and achieve your desired outcomes. Barron's Magazine has consistently named Carson Wealth Management Group one of the top independent firms in the nation. When you meet our team, you'll understand why. Securities offered through Cetera Advisor Networks and Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.
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Verified contacts
200
available on Kipplo
LinkedIn employees
304
51 to 200 range
Open roles
2
across 2 depts
Distinct roles
120
indexed titles
Tech stack
6
tools in use
Monthly traffic
3.2K
organic / mo
Hiring · 2 open positions across 2 departments
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- CA
Craig Anderson
Partner, Wealth Advisor · Finance & Accounting
EmailPhone - JS
Jake Stone
Partner, Wealth Advisor · Finance & Accounting
EmailPhone - JV
Jane Vlcek
Director of First Impressions · Operations
EmailPhone - JK
John Kozuch
Partner, Senior Wealth Advisor · Finance & Accounting
EmailPhone - KR
Kristen Rainone
Director of Operations · Operations
EmailPhone - MN
Marsha Nuttall
Director of Operations · Operations
EmailPhone - PM
Peggy Monahan
Director, Private Client · Other
EmailPhone - RT
Rob Taylor
Managing Partner, Wealth Advisor · Finance & Accounting
EmailPhone - BT
Beth Trollinger
Relationship Manager · Sales & Business Development
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Carson Wealth
120 distinct titles indexed · top 10 shown.
- 38wealth advisor
- 15relationship manager
- 10associate wealth advisor
- 10managing partner, wealth advisor
- 10senior wealth advisor
- 9managing director, partner & wealth advisor
- 7client service manager
- 7partner, wealth advisor
- 5client service associate
- 5director of first impressions
- +110more titles
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