4501 First United Bank Parkway, Suite 201 Amarillo, TX 79119
Amarillo, TX AdvisorsMake this my location
About this location
The financial advisors in the Carson Wealth Amarillo office are led by one of the top financial advisors in Texas, Michael David. This Texas-based financial advisory firm specializes in working with clients who are business owners and professionals. The team is experienced in working with professionals in the medical field, farm and ranching families, and individuals and companies with extensive oil and gas interest.
The Amarillo location includes an internal unit dedicated to providing business consulting expertise, comprised of professionals who know and understand the unique needs of entrepreneurs. This team is staffed by CPAs and CFP®s who stand ready to evaluate current wealth and provide recommendations for growth, risk management, tax efficiency and wealth transfer.
Michael David along with fellow advisors, Jeff Maynard, Jamie Carroll, Brandon Woodard, Brad Doyle and Danny Barker recently merged their firm, Pinnacle Financial Group, with Carson Wealth after working along Carson Group Partners for many years as their registered investment advisor.
Amarillo, TX Office
4501 First United Bank Parkway, Suite 201
Amarillo, TX 79119
Phone: (806) 372-4285
Fax: (806) 372-4119
- Amarillo, TX
Amarillo, TX Community Partnerships
Michael David served on Kids, Incorporated, a 501(c)(3) non-profit corporation, founded in 1945 by Cal Farley. Today, the organization offers 23 separate sports programs for children and families in the Amarillo/Canyon region.
Michael David and Jeff Maynard are members of Camp Patriot. Established in 2006, Camp Patriot is a 5-Star rated, 501(c)(3) non-profit organization that has transformed the lives of hundreds of wounded and disabled veterans. This important task has been accomplished by fostering trusted relationships created through our unique outdoor therapy programs. Each program is specifically designed to deliver a powerful “life transformation.”
Jamie Carroll was a Board President and served on the board of Eveline’s Sunshine Cottage, a 501(c)(3) non-profit corporation, which provides an encouraging environment to homeless or low-income single parents who wish to live independently and are pursuing a postsecondary degree. The program consists of fully furnished homes for parents and their children, with the ultimate goal of breaking the cycle of poverty for two generations through education.
Carson Wealth Amarillo is a big supporter of Heal the City. The mission of Heal The City is to provide quality urgent care for the uninsured of Amarillo. Carson Wealth Amarillo provides dinner for the health care providers and volunteers at their Monday night clinic that provides free quality medical care and referral services with compassion and dignity.