CEO Ron Carson Among “Best of Best” Financial Advisors :
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Jason Lahita / Matthew Chisum
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Carson Wealth Management Group Founder and CEO Ron Carson Among “Best of Best” Financial Advisors Attending Barron’s Winner’s Circle, Top Independent Advisors Summit
· Carson Wealth Management Group CEO Presents “Scaling the Investment Process”
· Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers
Phoenix, AZ – April 11, 2012 – Ron Carson, founder and CEO of Carson Wealth Management Group, an independent investment and wealth management firm with $2.6 billion in assets under advisement, attended the fourth-annual Barron’s Winner’s Circle Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.
Carson was one of 65 of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 29, 2011 issue, in attendance. This annual ranking is the basis for the Top Independent Advisor’s Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices. The top 100 Independent Advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker Dealers.
“Presenting to Barron’s top advisors how the Carson Wealth investment process seeks to provide long-term value and risk protection to our clients is a great honor,” said Ron Carson. “It is now more important than ever that your advisor has a clearly defined and understandable process to invest your irreplaceable capital.”
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top 100 Independent Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.
“The work these independent advisors do and their influence will only increase as the nation’s Baby Boomers plan for retirement and all Americans nurture their portfolios and husband their businesses through difficult times, said Ed Finn, Editor and President of Barron’s. “This Summit brings together the industry’s leaders from across the country and provides a forum where they can address the key concerns of their clients and develop solutions to their financial-planning needs.”
In addition to the Top Independent Financial Advisors, as ranked in Barron’s, there were approximately 350 financial advisors who were either selected by Barron’s or their affiliated firm to participate in the event. Associated participating firms included: Advisor Group, Ameriprise Financial Services, Charles Schwab, Fidelity Investments, LPL Financial Services, Pershing, Raymond James, TD Ameritrade Institutional, and Wells Fargo Financial Network.
The invitation-only conference was held at the JW Marriott Dessert Ridge March 21-23 in Phoenix, AZ. For more information about Barron’s Winner’s Circle conferences, please go to www.barrons.com/conferences.
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About Carson Wealth Management Group
Founded in 1983, Carson Wealth Management Group is an Omaha-based independent investment and wealth management firm. The firm oversees more than $2.6 billion in assets under advisement with a focus on traditional values - hard work, loyalty, uncompromising quality, and personal service. Its unique strategy “Advance and Protect” is designed to actively re-allocate portfolios according to market risk and reward. Carson Wealth Management Group’s principal, Ron Carson, has been the #1 Independent Advisor according to Registered Rep for 5 years in a row, and is ranked the #8 overall advisor in the United States by Barron’s. For more information, please visit us virtually at www.carsonwealth.com.
Barron’s (www.barrons.com) is America’s premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come. As a result, Barron’s is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.
The “Barron’s Top 100 Independent Financial Advisors” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor.
Attendees of the Barron’s Winner’s Circle Conference were comprised of the independent advisors listed in “Top 100 Independent Financial Advisors”, (August 29, 2011) as well as financial advisors who were chosen by Barron’s or their associated firms.
*Barron’s Magazine, April 16th, 2011 issue. The ranking, as identified by Barron’s, reflects the volume of assets overseen by the advisor and his team, revenues generated for the firm, and the quality of practice.
*Registered Rep Magazine, August 2011 issue. The ranking, as identified by Registered Rep Magazine, reflects the assets under management using the Discovery-RR database system. Discovery is an online database of financial service intermediaries by the Financial Information Group of Shrewsbury, NJ. Discovery maintains data on the registered rep universe then validates the ranking via direct survey.