Michelle M. Carson

Background

About Michelle M. Carson

Michelle Carson joined the Cetera Retirement Plan Specialists team in January 2019 as a Qualified Retirement Plan Solutions Consultant. In that capacity her primary focus is to provide qualified retirement plan consulting and solutions to Financial Advisors for their small and medium sized clients. In addition, Michelle assists clients and advisors regarding all phases of their qualified retirement programs, including plan design, vendor assessment, plan conversions, employee education and training. Michelle has nearly 18 years of experience in the Retirement Plans industry. Prior to joining Cetera Retirement Plan Specialists, Michelle served as a Senior Plan Consultant and Sales Consultant at Downeast Pension Services, located in New Gloucester, Maine. Michelle is an active member of the National Association of Plan Advisors (NAPA), and holds a Retirement Plans Associate (RPA) designation from the Certified Employee Benefits Specialists program from the Wharton School of the University of Pennsylvania. She also has Nonqualified Plan Advisor (NQPA) and ESG(k) certifications from NAPA, and is working toward obtaining a Certified Plan Fiduciary Advisor (CPFA) designation from the American Retirement Association (ARA). Michelle is a remote employee, working from her home in the beautiful state of Maine. She enjoys poolside entertaining and camp fires in the summer, live music, traveling and touring New England on her Harley Davidson motorcycle.