Carson Stephens
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Carson Stephens Email & Phone Number

Principal at Carson Stephens Capital Strategies, serving business, physician, attorney, and individual clients. at New York Life Insurance Company
Location: Austin, Texas Metropolitan Area, United States 8 work roles 3 schools
1 work email found @lifelinechaplaincy.org 1 phone found area 512 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email l****@lifelinechaplaincy.org
Direct phone (512) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Principal at Carson Stephens Capital Strategies, serving business, physician, attorney, and individual clients.
Location
Austin, Texas Metropolitan Area, United States
Company size

Who is Carson Stephens? Overview

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Quick answer

Carson Stephens is listed as Principal at Carson Stephens Capital Strategies, serving business, physician, attorney, and individual clients. at New York Life Insurance Company, a with 31117 employees, based in Austin, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at lifelinechaplaincy.org, phone signal with area code 512, and a matched LinkedIn profile for Carson Stephens.

Carson Stephens previously worked as Financial Planner at Carson Stephens Capital Strategies and Registered Representative at Nylife Securities Llc. Carson Stephens holds Postdoctoral Fellowship, Higher Ed Admin from The University Of Texas At Austin.

Company email context

Email format at New York Life Insurance Company

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*@lifelinechaplaincy.org
68% confidence

AeroLeads found 1 current-domain work email signal for Carson Stephens. Compare company email patterns before reaching out.

Profile bio

About Carson Stephens

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. In addition, I offer the ability to help with your financial planning, strategic planning, as well as estate and charitable planning needs.Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Neither Carson Stephens Capital Strategies nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Carson Stephens Capital Strategies is not owned or operated by New York Life Insurance Company or its affiliates. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.209 Salado Creek PlaceSalado, TX 76571(512)321-9524

Listed skills include Retirement, Retirement Planning, Management, Fixed Annuities, and 26 others.

Current workplace

Carson Stephens's current company

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New York Life Insurance Company
New York Life Insurance Company
Principal at Carson Stephens Capital Strategies, serving business, physician, attorney, and individual clients.
new york, new york, united states
Website
Employees
31117
AeroLeads page
8 roles

Carson Stephens work experience

A career timeline built from the work history available for this profile.

Financial Planner

Current
Carson Stephens Capital Strategies

209 Salado Creek Place, Salado, Tx 76572

Carson Stephens Capital Strategies provides quality financial strategies, insurance & financial products and services to businesses and individuals.Neither Carson Stephens Capital Strategies nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.Carson Stephens Capital Strategies is not owned or operated by New York Life Insurance Company or its affiliates.

Sep 2013 - Present

Registered Representative

Current
Nylife Securities Llc

Bastrop, Tx

Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

Nov 2008 - Present

Insurance Agent

Current

Bastrop, Tx

Agent licensed to sell insurance through New York Life Insurance Company.

Oct 2008 - Present

Financial Advisor

Current

Bastrop, Tx

Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.

Oct 2008 - Present

Executive Vice-President For Advancement

Houston, Dallas, Fort Worth, Austin, Temple

Responsible for expansion and fund-raising for the entire Lifeline Chaplaincy organization. Lifeline Chaplaincy was originally founded to offer financial and other chaplaincy assistance to the patients of The Texas Medical Center in Houston (MD Anderson, Texas Childrens, St. Luke's Episcopal, Methodist, Herman, and others). My role was to maintain the then-current fund-raising operations in Houston while expanding the organization and its fund raising efforts to include care for the patients of Dallas hospitals such as Parkland, Childrens, Presbyterian, and others; Ft. Worth hospitals such as John Petersmith, the Baylor System, Cooks Childrens, and others; and Austin-Central Texas hospitals such as St. David's, Seton, Dell Children's; Baylor-Scott and White, and others.

Apr 2003 - Feb 2011

Financial Advisor

Bastrop, Tx

Mar 2006 - Oct 2008

President

Austin, Tx

Responsible for management and day-to-day operations of the college. Worked with the board and faculty to re-name and re-brand the college and upgrade the marketing efforts. Worked with the faculty to add the Master of Arts in Theological Studies degree while retaining the Bachelor's program and increasing faculty size. Worked with faculty and staff to complete the requirements to maintain accreditation with the Southern Association of Colleges and Schools.

Jan 2001 - Apr 2003
Team & coworkers

Colleagues at New York Life Insurance Company

Other employees you can reach at newyorklife.com. View company contacts for 31117 employees →

3 education records

Carson Stephens education

Postdoctoral Fellowship, Higher Ed Admin

Activities and Societies: Finance and Budgeting, Strategic Planning, Fundraising/Development, Administration. Intern, Office.

Dmin, Organizational Leadership

Activities and Societies: Dissertation in Organizational Growth and Leadership

Bmus, Music Composition And Education

Activities and Societies: Member: Phi Mu Alpha, The University of Texas Longhorn Band (section leader), The University of Texas Wind.

FAQ

Frequently asked questions about Carson Stephens

Quick answers generated from the profile data available on this page.

What company does Carson Stephens work for?

Carson Stephens works for New York Life Insurance Company.

What is Carson Stephens's role at New York Life Insurance Company?

Carson Stephens is listed as Principal at Carson Stephens Capital Strategies, serving business, physician, attorney, and individual clients. at New York Life Insurance Company.

What is Carson Stephens's email address?

AeroLeads has found 1 work email signal at @lifelinechaplaincy.org for Carson Stephens at New York Life Insurance Company.

What is Carson Stephens's phone number?

AeroLeads has found 1 phone signal(s) with area code 512 for Carson Stephens at New York Life Insurance Company.

Where is Carson Stephens based?

Carson Stephens is based in Austin, Texas Metropolitan Area, United States while working with New York Life Insurance Company.

What companies has Carson Stephens worked for?

Carson Stephens has worked for Carson Stephens Capital Strategies, Nylife Securities Llc, New York Life Insurance Company, Eagle Strategies, Llc, and Lifeline Chaplaincy.

Who are Carson Stephens's colleagues at New York Life Insurance Company?

Carson Stephens's colleagues at New York Life Insurance Company include Kuldeep Kaur, Ajay Dwivedi, Roger Putnam, Thelma Balingan, and Donna Carter.

How can I contact Carson Stephens?

You can use AeroLeads to view verified contact signals for Carson Stephens at New York Life Insurance Company, including work email, phone, and LinkedIn data when available.

What schools did Carson Stephens attend?

Carson Stephens holds Postdoctoral Fellowship, Higher Ed Admin from The University Of Texas At Austin.

What skills is Carson Stephens known for?

Carson Stephens is listed with skills including Retirement, Retirement Planning, Management, Fixed Annuities, Customer Service, Leadership, Public Speaking, and Term Life Insurance.

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