Carson Group is planning for growth with the addition of two experienced members of its executive leadership team.
The firm, which manages $35.5 billion in client assets, is focusing on growth of its national footprint and enhancing its offerings to the client groups it serves – financial advisors and investors - through its three businesses Carson Wealth, Carson Coaching, and Carson Partners.
Joining the firm as chief strategy officer is Dani Fava, previously with Envestnet, who will direct strategy, identify new growth opportunities, and encourage innovation.
“This is exactly the forward-thinking, client-centric organization I want to be a part of,” Fava said in a statement. “After innovating at both a custodian as well as a fintech company, I've learned that to add life-changing value to investors, you have to get closer to the heart of the advice process. That's why I'm so excited to contribute to Carson's mission of delivering the highest-quality, most impactful advice possible.”
Meanwhile, Heather Randolph Carter joins the firm as chief marketing officer, after two decades with LPL Financial where she was most recently chief marketing and communication officer and directed the firm’s 2021 rebranding and enhanced advisor and client communications.
“It’s a privilege to be a part of building that future and, even more so, to be in a position to shape how that transformation is experienced by our clients and the marketplace,” said Randolph Carter. “I am looking forward to working across this dynamic and expanding leadership team to ensure the Carson Group story resonates with our stakeholders, partners and clients more strongly than ever and for years to come.”
Carson Group recently appointed Burt White as its CEO following the decision of Ron Carson, its founder, to step down from the chief executive role. Carson had built up the firm over four decades from an insurance sales operation in his college dorm to the significant business it is today. He remains as chairman of the board.
“Over the past two years, we’ve begun laying the groundwork for a more flexible, adaptable and accessible Carson Group. To fully realize that vision, we must attract top talent that not only aligns with our mission of being the most trusted source for financial advice, but also brings diverse perspectives and innovative mindsets,” said White. “Heather and Dani share in our commitment to expanding the value that Carson provides to our advisors and their clients. Their leadership and expertise will be invaluable in shaping the next phase of Carson Group growth and innovation.”
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