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Christopher Page Joins Carson Group as Vice President of Mergers and Acquisitions
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President George W Bush to Shine a Light on Leadership at Carson Excell 2021
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President George W Bush to Shine a Light on Leadership at Carson Excell 2021
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Main Street Financial Life Advisors, LLC® Joins Industry Leader Carson Partners
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OMAHA, Neb., March 17, 2021 /PRNewswire/ Main Street Financial Life Advisors, LLC
®, an independent investment management and financial planning practice with more than $163 million in assets under management is the latest firm looking to accelerate its growth and better serve clients by joining Carson Partners. Located outside of Philadelphia, Pennsylvania, in Moorestown, New Jersey, Main Street Financial was founded by J. Joseph Roman, CPA/PFS, MST, Managing Director, Senior Wealth Advisor, in 1999 as a tax partner of a local CPA firm whose clients sought an alternative to the traditional broker/dealer commission-based relationships which were common at the time.
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SCOTTSDALE, Ariz., Feb. 11, 2021 /PRNewswire/ Lane Brothers & Co., a wealth management firm with offices in Prescott and Scottsdale, Arizona, with $110 million in client assets under management, has announced its decision to join the Carson Partners network.
The firm is led by Senior Wealth Advisor, Kevin P. Lane, who founded Lane Brothers & Co. in 1990, making the firm one of the pioneers of the movement away from Wall Street wirehouses and toward a fee-based, Investment counsel business model.
He began his career with PaineWebber but left after a decade to provide fee-based, objective investment counsel to individuals, corporations, pension and profit-sharing plans, non-profit organizations, individual retirement plans and trust accounts. He and his team provide conservative portfolio management with a focus on long-term investing as well as comprehensive personal financial planning.