Congratulations to Our 2024 Forbes Best-in-State Wealth Advisors  

Carson Wealth announced that four of the firm’s wealth advisors were named to the Forbes 2024 Best-in-State Wealth Advisors list. This prestigious award recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional service to their clients.

The following advisors were recognized on this year’s list:

  • #12 Jason Juhl, RICP®, AIF®, Partner & Wealth Advisor, Carson Wealth in West Des Moines, Iowa
  • #26 Michael David, AIF®, Managing Director, Partner & Wealth Advisor, Carson Wealth in Amarillo, Texas
  • #48 Neal McGrath, Managing Director, Partner and Wealth Advisor, Carson Wealth in Pittsburgh, Pennsylvania
  • #69 Scott Ford, Managing Director, Partner, and Wealth Advisor, Carson Wealth in Hagerstown, Maryland

“We are incredibly proud of this group of advisors for being recognized in the Forbes Best-in-State Wealth Advisors list,” remarked Carson Wealth CEO, Burt White. “Their dedication to our clients and their ability to find innovative solutions for their complex needs truly sets them apart. We’re honored to have them on our team and excited to see their continued success.”

The Forbes 2024 Best-In-State Wealth Advisors ranking consists of 8,507 seasoned wealth advisors who collectively oversee more than $13.5 trillion in client assets. The ranking, developed by SHOOK Research, is based on an algorithm of quantitative and qualitative data, including telephone, virtual, and in-person interviews, industry experience, compliance records, and assets under management. View the complete list of Best-In-State Wealth Advisors.


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