The Carson Wealth Indiana office is located in Vincennes, a very historic city that was the first French settlement in the State of Indiana. In January of 2015, Brad Dillon merged his Dillon Wealth Management firm with Carson Wealth. Brad still serves as the Managing Director of the office and it is now managed by Wealth Advisor, Clifford York. The financial advisors in Vincennes assist clients by providing financial planning, estate planning, tax planning and risk management services. B. Patrick Carter, CPA joined the team in 2017, bringing over four decades of experience and improved wealth enhancement by identifying targeted areas of tax planning, efficiency and family estate issues.
1813 Willow Street Vincennes, IN 47591
Vincennes, IN Community Partnerships
Patrick Carter, CPA serves on the Vincennes University Foundation’s Board of Directors. The Foundation is a 501 (c)(3) non-profit, which serves the needs of the University in funding special programs in fund raising as well as provides over $1,200,000 in scholarships for students. The foundation also promotes cultural events in the community, bringing quality entertainment to the area. Carson Wealth also partners with the Foundation in presenting timely financial and educational topics for the student body and community.
Clifford York serves on the KCDC Board of Directors. KCDS is a catalyst for Economic Development and collaborates with other organizations to promote a strong business climate in Knox County. The office also is an investor in the CEO program offered through KCDC. This program prepares local high school Juniors and Seniors to be responsible, enterprising individuals who become entrepreneurs or entrepreneurial thinkers and contribute to economic development and sustainable communities.
Carson Wealth is also active in supporting the local youth of the community. Carson Wealth has been a team sponsor for both the Vincennes Cub League and the Vincennes Basketball Association. The office is also an active participant in the YMCA annual golf outing that donates all proceeds back in the Vincennes YMCA program.