Carson Group, a wealth advisory firm with more than $45 billion in assets under management (AUM), is expanding its offerings for advisers with the launch of private client services, a suite of white-glove solutions designed to help Carson advisers serve and retain high-net-worth (HNW) clients. The expansion reflects Carson’s continued commitment to support its advisers and fuel organic growth through specialized, high-impact solutions.
Led by private client services and solutions strategist Jamie Carroll, the private client services team is dedicated to helping Carson advisers attract and serve those with $10 million or more in investable assets. With more than two decades of experience working with high-net-worth individuals, Carroll brings expertise and insight to this specialized space.
Through private client services, Carroll and her team will work in partnership with Carson advisers to give them the confidence and resources to service highly affluent clients wit
