Organic and inorganic growth fuels significant expansion of Carson Wealth Services in Chicago and Northwest Indiana
CHICAGO, April 27, 2021 / PRNewswire / – Mark McCallum, CFP®, MBA, Managing Partner at Carson Wealth Chicago, established in 2019, today announced a significant expansion of services and resources across Chicagoland and Northwest Indiana. Wealth Advisors Mark Anleitner, CFP® and Gregory Worcester, CFP®, join Carson Wealth Chicago to extend the services that McCallum and its existing team of financial advisors, who are dedicated to serving the multigenerational families of the Greater Chicago area.
- Mark Anleitner, CFP®, founded 360 ° Wealth Advisor, whose headquarters Valparaiso, Ind., in 2018 after leaving JP Morgan Securities. He has been working in the financial services industry since 2003, across many channels including investments, loans, banking and insurance. Announcing his affiliation, he said: “Our vision for 360 ° Wealth was for our clients to see us as their family’s CFO. Life is complicated enough; we think money doesn’t have to be. Our customers know where they are. want to go, and we try to do everything we can to get them there. “Since starting his practice, Mark and the 360 ° team have grown tremendously.” We are honored and feel so fortunate for the trust our clients place in us. My five-year goals for the business were eclipsed midway through Year 3, which shook up some important decisions we needed to make for ourselves and our clients. ”The decision became clear to Mark and his team. Affiliate with Carson Wealth Chicago. The partnership allows them to share resources, work as a team, recruit more advisors and have an even greater impact on the communities they serve. Anleitner added, “In my opinion , only good things come when you surround yourself with talented and hardworking people. Our business will continue to grow into the future and our customers will benefit tremendously. ”
- Gregory Worcester, CFP®, also joined Carson Wealth Chicago. Worcester has worked with clients as an independent advisor for 19 years. “The resources I have through Carson Wealth are critical. It is also important for me to know that someone is there to take care of my clients if the unexpected happens. As we have seen through the COVID-19 pandemic, the concern is considerable. I also look forward to working with a team of equal value
s system like me and the same approach to financial planning and investing as me. ”
McCallum and his team of eleven now serve affluent families, business owners, executives and institutions, and currently manage over $ 400 million in assets for families in 31 states. The addition of Anleitner’s practice and the Worcester Business Book also prompted Carson Wealth Chicago to hire additional full-time positions.
McCallum and his colleagues, including Anleitner, will retain an active controlling interest in the company and share responsibility for all strategic business decisions and operations in Chicago and Valparaiso desks.
“The success of Carson Wealth Chicago and Mark’s rapid and unreserved dedication to creating 360º Wealth Advisor for his clients over the past few years sets the stage for impressive growth,” said Ron Carson, Founder and CEO of Carson Group. “Having Mark on board as Head of Business Development and Gregory as the team’s new Wealth Advisor will accelerate regional growth and build on their reputation as some of the most trusted wealth management experts. of the Midwest, ”he added.
Carson currently manages approximately $ 16 billion active in and serving more than 36,000 families through its advisory network, including 26 Carson Wealth offices.
About Carson Wealth
Founded in 1983, Carson Wealth has grown into a Barron’s Hall of Fame firm, serving clients through holistic financial planning, disciplined investment strategies and proactive, personalized service.
Carson Wealth is headquartered at Omaha, Nebraska, with the mission of being the most reliable for financial advice. For more information, visit www.carsonwealth.com.
Investment advisory services offered by CWM, LLC, an investment adviser registered with the SEC.
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SOURCE Carson Wealth