Scott Conroy

About Scott Conroy

Carson serves financial advisors and investors through its businesses including Carson…

Experience

1. Managing Partner, Business Consulting, Service, and Training

   Carson Group

   Mar 2017 — Present · Omaha, NE, US

   The Carson Group serves financial advisors and investors through its businesses including Carson Group Partners, Carson Group Coaching and Carson Wealth Management Group. We prepare today’s advisors and investors for tomorrow’s challenges through guidance, execution and growth. For advisors, Carson Group Partners simplifies the complexities of owning a firm and managing a strong client base by providing coaching, partnership and succession solutions. They’re able to focus on growing their practice with scalable, integrated resources in marketing, investment management, operations, technology and a community of growth-minded advisors.Carson Group 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, studies have found Carson Group Coaching members grow by 2.5X the industry average, over a two-year period.Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services. Cetera Advisor Networks LLC is under separate ownership from any other named entity.

Education

• Springfield College

  Bachelor of Science

  1995 — 1999

Skills

• Asset Managment
• Series 63
• Series 7
• Investments
• Asset Management
• Retirement Planning
• Financial Reporting
• Crm