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True wealth is investing on purpose so you can live with purpose.

Meet Chad

 

Chad Marriott joined the Pangea Wealth, now Carson Wealth, family in 2020 as a Relationship Manager, where he continues to work serving clients now as an Associate Wealth Advisor.

He started his financial career in 2016 as a Financial Services Representative in the credit union industry, providing members need-based financial solutions and deepening relationships.

That’s where he realized that he was passionate about providing financial education and literacy to those in need using easy-to-understand language.

After graduating summa cum laude with a Bachelor of Arts degree from Washington State University in 2018, he accepted a position with Vanguard.

There, he spent two years in the Institutional Investors Group, as a Retirement Plan Specialist working with employer-sponsored retirement plans.

At the end of his chapter at Vanguard, Chad worked with high-net-worth participants, as he enjoyed having meaningful conversations with the participants to help save for retirement and strive to pursue their financial goals.

Originally from Jackson, Michigan, Chad and his wife, Steffany, currently reside in Phoenix with their pug, Melo. Outside of work, you can usually find Chad traveling, weightlifting, or rooting for Chicago sports teams.

Chad Currently holds his SIE, Series 6, 63, and 65 registrations.

 

Chad is a non-registered associate of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.

 

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