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.
