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Female Advisor Growth Study by Carson Group and Hidden Insights Reveals Stark Differences in Leadership Styles, Growth Drivers and Sales Training

Manna Tree's Growth Underscored by New Investment and Operations Team Members

Concurrent Welcomes Ten Advisor Partner Teams with over $1 Billion in Assets

/PRNewswire/ Concurrent, a partnership of elite independent advisors affiliated with Raymond James Financial Services, Inc. (RJFS) (member FINRA/SIPC), has.

Organic, Inorganic Growth Fuel Significant Expansion of Carson Wealth Services in Chicago and Northwest Indiana

Organic, Inorganic Growth Fuel Significant Expansion of Carson Wealth Services in Chicago and Northwest Indiana News provided by Share this article Share this article CHICAGO, April 27, 2021 /PRNewswire/  Mark McCallum, CFP®, MBA, Managing Partner at Carson Wealth Chicago, established in 2019, today announced a significant expansion of services and resources across Chicagoland and Northwest Indiana. Wealth Advisors Mark Anleitner, CFP®, and Gregory Worcester, CFP®, are joining Carson Wealth Chicago to expand on the services that McCallum and his existing team of financial advisors, who have made it their life s purpose to serve multigenerational families in the Greater Chicago Area. Mark Anleitner, CFP®, founded 360° Wealth Advisor, headquartered in Valparaiso, Ind., in 2018 after leaving JP Morgan Securities. He has worked in the financial services industry since 2003, across many channels including investments, lending, banking, and insurance. In announcing his affiliat

Organic, Inorganic Growth Fuel Significant Expansion of Carson Wealth Services in Chicago and Northwest Indiana