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Sheila Barton
Client Service Associate at Carson Wealth
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Work Experience
Client Service Associate
Jul 2018 - Present · 6 years and 5 months
Nursery Director
Aug 2015 - Present · 9 years and 4 months
Teacher
Aug 1995 - Jul 2018 · 22 years and 11 months
Company Details
51-200 Employees
Carson Wealth Management Group’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 Group was founded on traditional values; professional knowledge, integrity, personalized service and teamwork. Our goal is to help our clients attain True Wealth - all that money can't buy and death can't take away. We understand you have unique goals and objectives and we’re passionate about helping you discover and achieve your desired outcomes. Barron's Magazine has consistently named Carson Wealth Management Group one of the top independent firms in the nation. When you meet our team, you'll understand why. Securities offered through Cetera Advisor Networks LLC, (www.finra.org and www.sipc.org). Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.
Year Founded
1983
Social Media
LinkedinFacebookTwitterInstagram
Industry
Financial Services, Banks & Financial Services, Consultants, Retirement & Financial Planning
HQ Location
13321 California St Dodge Plaza, 1st Floor Omaha, Nebraska 68154, US
Keywords
Wealth ManagementFinancial PlanningInvestment Management
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