Anna Fagan Joins Carson Wealth, Expanding Firm’s Services in the D.C. Metro Area

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

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.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Understanding the 199A Deduction After The New IRS Final Regulations

Despite being in the midst of a government shutdown, the Internal Revenue Service (IRS) was just able to release a 247 page document describing and cementing final rules around section 199A. For those of you who are unfamiliar with 199A, the section provides for a new deduction

Test Your Annuity Acuity: An Advanced True/False Quiz

Despite wanting and needing more guaranteed income in retirement, many Americans are hesitant to purchase an annuity to provide that income. Some of this hesitancy is due to misconceptions around the products and how they can best be used to support a secure retirement.

Why The Average Retiree’s Net Worth Is A Deceiving Statistic

Not enough Americans are saving for retirement. What’s new, right? According to the 2018 Retirement Confidence Survey conducted by the Employee Benefit Research Institute (EBRI), only about two-thirds of Americans say they or their spouse have saved anything for retirement, leaving millions …

Pros and Cons of Investing in an IRA during Retirement

As more and more people are working in retirement, retirees often need to determine the best strategy for saving or investing their incomes. One option is to save and invest in an IRA during retirement. For one thing, many retirees already have an IRA set up by the time they get to retireme …
1 2 3 8 9 10 11 12 26 27 28

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation