Anna Fagan Joins Carson Wealth, Expanding Firm’s Services in the D.C. Metro Area

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Washington, D.C. – June 1, 2020 – Anna Fagan, AWMA®, a wealth advisor with 20 years of experience, today announced her decision to affiliate with Carson Wealth to evolve her practice and scale her business with technological advancements offered by the firm. Fagan will also gain access to Carson’s breadth of industry-recognized specialists to conduct holistic wealth planning for her high-net-worth clients.

Fagan brings a depth of experience in building wealth management practices and will join the office of Scott E. Cadwell’s, CFP®, CPA Orlando-based team, with a focus on developing new client relationships in the Washington, D.C., Maryland and Virginia metro area. She will draw upon her experience of serving multi-generational families, many of whom own businesses and have complex estates. Together, the duo seeks to solidify the Carson Wealth brand along the southeastern United States.
Fagan said, “After 20 years in the industry, I have a clear understanding of what clients want and need when it comes to the management of their wealth. With the technology that is available today within Carson’s ecosystem, I am excited to join Carson Wealth and be a part of transforming the delivery of wealth management, the client experience and the industry.”

Fagan evaluated an exhaustive list of prospective firm partnerships before eventually deciding to affiliate with Carson Wealth. She stated, “Upon taking the trip to Omaha and seeing that the people, process and technology were just as advertised, I knew I found a team that has a vision for advisors like me who desire a balance of partnership and independence. Carson is unafraid to engage partners in a non-traditional agreement and work together to build something great for all involved.”

As with other advisors who have affiliated with Carson Wealth, Fagan will maintain active majority ownership of her business and will remain the strategic decision-maker for all business decisions. Fagan is passionate about the value the Carson Wealth partnership brings to her clients. She believes her clients will receive more of “her best” as she focuses on her clients and their goals.

In addition to being a mainstay in the Barron’s annual list of top wealth management firms, Carson Wealth remains among the Inc. 5000 list of America’s fastest-growing companies and was recognized by InvestmentNews as a top-50 firm for Best Places to Work for Financial Advisors in 2019.

 


 

About Carson Wealth

Founded in 1983, Carson Wealth has grown to become a Barron’s Hall of Fame firm, serving clients through holistic financial planning, disciplined investment strategies and proactive, personal service.

Carson Wealth is headquartered in Omaha, Nebraska, with the mission to be the most trusted for financial advice. For more information, visit www.carsonwealth.com.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Strategic Wealth Partners Becomes First Carson Wealth Office in Pennsylvania

DOYLESTOWN, Penn., January 19, 2021 – Strategic Wealth Partners, LLC, a boutique wealth management firm serving families in Doylestown, the Philadelphia metro area, and across the country, announced today that it is joining the Carson Wealth brand. Managing $200 million in assets, Strategic …

Retirement Income Specialist Jason Juhl Joins Carson Wealth in Des Moines

Des Moines, IA – October 16, 2020 – Wealth Advisor Jason Juhl, RICP®, has announced his decision to affiliate with Carson Wealth to provide his clients with the support and services of a full roster of highly specialized professionals, ranging from estate planning to CPAs and tax profession …

Carson Partner Bender Financial Services Rebrands to Carson Wealth

HIGHLANDS RANCH, Colorado – August 10, 2020 – Bender Financial Services, a wealth management firm headquartered in Highlands Ranch, Colorado, has announced their decision to rebrand to Carson Wealth in order to further their commitment to client service and elevate their competitive advanta …

Three Explanations for Why Stocks Rally Past Rising Covid Counts

Bob Phillips weighs in on the outlook for investors as stocks rally despite the increase in coronavirus cases, noting investors are adapting to life with the virus as they expect the worst of the damage is behind us. Full article on Bloomberg
1 2 3 28 29 30

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation

TweetsFollow Us