Ron Carson

Ron Carson

Formal First Name
Ron
Nick Name
Omani
Location

Ron Carson is the Founder and Chairman of the Carson Group, a leading global financial services firm. He has built the firm into a $35 billion shop working with 50,000 families via a network of 150 adviser partners and divisions Carson Wealth, Carson Coaching, and Carson Partners. For more than 40 years, Ron has been a prominent voice of the independent advisor and a driving force of innovation in the financial services industry. He has become one of the most celebrated and respected financial advisors and executives in the industry, and a sought-after speaker, thinker, and investment strategist. In addition, Ron is regularly featured in national broadcast media as a leading expert advisor and commentator. He is a nationally acclaimed New York Times bestselling author, and has shared his success principles through several books.

Professional Experience


Academic History

CARSON GROUP

  • Ron founded Carson Coaching and Carson Partners, firms offering consulting, coaching, and partnership services to more than 1,000 firms and 5,000 advisors across the country.

  • Under his leadership, Carson Wealth has grown to become one of the largest wealth management firms in the country, and   Carson Coaching became one of the leading advisor coaching programs in the country.

  • All three organizations are headquartered in Omaha, Nebraska but serve a broad base of advisors and investors across the U.S. and Canada.

  • Ron stepped down as CEO of his namesake wealth management firm and was succeeded by Burt White, a former LPL executive.


EARLY CAREER

  • Ron is an industry legend and one of the most prominent advisors in the country.

  • He is a New York Times bestselling author, award-winning entrepreneur, and philanthropist involved in charitable giving.

  • He is also a sought-after keynote speaker and visionary for reinventing the standard for financial advice.

  • He was a member of the Financial Advisor Council of CNBC, contributing guest columns to the CNBC Digital news team.


COMMUNITY INVOLVEMENT

  • Founder, Dreamweaver Foundation

  • Founder, American Charitable Foundation

  • Co-Founder, aRIA

  • Advisor, Global Coralition


RECOGNITIONS

  • 2020 IA25 Winner

  • 2020 Investopedia's Top 100 Financial Advisors

  • 2018 Forbes Best-in-State Wealth Advisors

  • 2017 Forbes America's Top Wealth Advisors

  • 2016 Barron's Top 1200 Financial Advisors

  • 2015 InvestmentNews Innovator

  • 2014 Barron's Hall of Fame


MEDIA & PUBLICATIONS