Meet Gavin
As an Associate Wealth Advisor, Gavin plays a key role in helping clients navigate their financial journeys. His responsibilities include developing personalized financial strategies, managing investment portfolios, and providing comprehensive financial planning services. He began his career in financial planning through the Partnership Development Program at Carson Wealth’s headquarters, where he worked as Associate, Partnership Development, NextGen.
Gavin earned his B.S. in Finance from The College of Charleston and holds the CERTIFIED FINANCIAL PLANNER® certification. Gavin is dedicated to helping his clients work toward their financial goals by guiding them through the investment planning process set forth by the CFP Board of Standards.
Outside of work, Gavin enjoys water sports, especially wakeboarding in the summer and snowboarding in the winter. He also occasionally visits the race car track and has a strong interest in music. These activities help him maintain a balanced approach to both his personal and professional life.
