Tad Singer

Senior Wealth Advisor

Meet Tad

Tad Singer is a Senior Wealth Advisor based in Omaha, Nebraska with 29 years of experience in the field.

As a Wealth Advisor, Tad focuses on working with high-net-worth families to create comprehensive financial plans and facilitate the transfer of wealth to the next generation. Over his 28-year career, he has built strong, trusted relationships with families, helping them understand money and make informed decisions for their futures.

Tad has also served on the President’s Council for CHI Bergan Mercy, providing guidance on leadership, marketing, and strategic planning. During the challenges of COVID-19, he spent significant time analyzing next steps and best practices to support the organization through unprecedented times.

Tad and his wife, Melissa, are proud parents of twins, Caleb and Sebass. His free time is dedicated to attending the boys’ football, basketball, soccer, and baseball games—or taking them to watch whichever team is playing.

Tad looks forward to helping clients navigate their personal wealth plans with confidence and clarity.

Prosperity is the best protector of Principal.
Mark Twain

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 29 years financial industry experience
Education
  • BS University of Nebraska-Omaha Double Major Business Finance & Banking and Financial Markets
Prosperity is the best protector of Principal.
Mark Twain

Carson Wealth

14600 Branch St.
Omaha, NE 68154
(888) 321-0808

Direct Line

(402) 968-8833

Areas of Focus

  • Pointer Image Business Consulting
  • Pointer Image College Planning
  • Pointer Image Exit Planning
  • Pointer Image Industry Specific
  • Pointer Image Private Client
  • Pointer Image Trust & Estate Advisor Services

Tad Singer is not affiliated with Cetera Wealth Services LLC, Member FINRA/SIPC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Wealth Services LLC or its registered representatives.