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INDIVIDUAL RIA FIRM LEADERS Thought Leader of the Year
CARSON GROUP
Erin Wood is a 20-year industry veteran who has been focused on advancing females in the financial services profession since she started as a financial planner in 2002. As Senior Vice President of Financial Planning, Erin Wood oversees a team of 16 who are responsible for all financial advice avenues at Carson Group, including financial planning, trust services, tax and insurance. She’s also a frequent industry speaker and contributor to major media outlets. Erin is dedicated to helping Carson’s 460+ advisors become better and more empathetic in their financial advice to clients. Erin Wood, Senior Vice President of Financial Planning
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
129 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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