Scott Conroy Email & Phone Number

Carson serves financial advisors and investors through its businesses including Carson Partners, Carson Coaching and Carson Wealth Management. We prepare today’s advisors and investors for tomorrow’s challenges through guidance, execution and growth. For advisors, Carson Partners simplifies the complexities of owning a firm and managing a strong client base by providing coaching, partnership and succession solutions. Partners are able to focus on growing their practice with scalable, integrated resources in marketing, investment management, operations, technology and a community of growth-minded advisors.Headquartered in Omaha, Nebraska, our partners span across the U.S. With $7.5B+ AUM, we provide tools, resources and services to current Partners serving HNW and UHNW clients.Carson Coaching is the country's leading financial advisor coaching and resources program. Members receive one-on-one and group coaching support; various resources, strategies, systems and tools; and participation in a growth-minded community of top advisors. Through this support and guidance, we have found Carson Coaching members grow by 2.5X the industry average over a two-year period.*Carson Wealth Management’s mission is to inspire our clients to achieve True Wealth through education, communication and service which exceed their expectations. We are one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. Carson Wealth Management is consistently named one of the top independent firms in the nation by Barron's** and other elite financial publications.*https://www.carsongroup.com/advisor-benchmarking/**Barron's rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

Listed skills include Series 7, Investments, Series 63, Asset Management, and 4 others.