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INDIVIDUAL RIA FIRM LEADERS M&A Leader of the Year
CARSON GROUP
Jamie Hopkins leads Carson Wealth and its growth and operating strategy, including all M&A initiatives for the organization. He acts as the outside face of the Carson Wealth organization, building industry relationships, recruiting new advisors, growing the firm and ensuring that the client experience is top-notch. Under his leadership, the firm has turned a corner in its M&A strategy, onboarding record assets through several major deals over the last 12 months. Jamie Hopkins, Managing Partner of Wealth Solutions
Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages $30 billion in assets and serves more than 47,000 families among its advisory network of 147 partner offices, including 52 Carson Wealth locations. For more information, visit www.carsongroup.com
www.carsongroup.com
126 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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