Carson Stephens Email and Phone Number
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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
New York Life Insurance Company
View- Website:
- newyorklife.com
- Employees:
- 31117
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Financial PlannerCarson Stephens Capital Strategies Sep 2013 - Present209 Salado Creek Place, Salado, Tx 76572Carson 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.
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Registered RepresentativeNylife Securities Llc Nov 2008 - PresentBastrop, TxFinancial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
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Insurance AgentNew York Life Insurance Company Oct 2008 - PresentBastrop, TxAgent licensed to sell insurance through New York Life Insurance Company.
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Financial AdvisorEagle Strategies, Llc Oct 2008 - PresentBastrop, TxFinancial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. -
Executive Vice-President For AdvancementLifeline Chaplaincy Apr 2003 - Feb 2011Houston, Dallas, Fort Worth, Austin, TempleResponsible 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. -
Financial AdvisorAdvisor Group Mar 2006 - Oct 2008Bastrop, Tx -
Financial AdvisorUnited Securities Alliance Apr 2004 - Nov 2005Bastrop, Tx -
PresidentAustin Graduate School Of Theology Jan 2001 - Apr 2003Austin, TxResponsible 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.
Carson Stephens Skills
Carson Stephens Education Details
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Higher Ed Admin -
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Music Composition And Education
Frequently Asked Questions about Carson Stephens
What company does Carson Stephens work for?
Carson Stephens works for New York Life Insurance Company
What is Carson Stephens's role at the current company?
Carson Stephens's current role is Principal at Carson Stephens Capital Strategies, serving business, physician, attorney, and individual clients..
What is Carson Stephens's email address?
Carson Stephens's email address is li****@****ncy.org
What is Carson Stephens's direct phone number?
Carson Stephens's direct phone number is +151237*****
What schools did Carson Stephens attend?
Carson Stephens attended The University Of Texas At Austin, Drew University, The University Of Texas At Austin.
What skills is Carson Stephens known for?
Carson Stephens has skills like Retirement, Retirement Planning, Management, Fixed Annuities, Customer Service, Leadership, Public Speaking, Term Life Insurance, Small Business, Risk Management, Wealth Preservation Planning, Estate Planning.
Who are Carson Stephens's colleagues?
Carson Stephens's colleagues are Jae Lee, Patti Stirling, Gina Dumlao, Mara Ferro, Mai Tran, Jane Ray, Lashawn Williams.
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