Carson Stephens is a qualified professional, who works in Carson Stephens Capital Strategies on the position of Financial Planner since 2013. Carson gained professional experience in more than eight positions at various companies. Carson Stephens went to the The University of Texas at Austin and got education there from 1995 to 1997. Austin, Texas is the area, where this professional was lastly known to be settled. This expert's email address and phone number are accessed through this website by request.
Name variants:
Carson Stephens
Last updated Jul 06, 2024
Contact Information
Last Update
Jul 10, 2022
Email
st**@carsonstephens.com
Location
Austin, TX
Company
Carson Stephens Capital Strategies
Workplace
Financial Planner
Work History
Financial Planner
Carson Stephens Capital Strategies provides quality financial strategies, insurance & financial products and services to businesses and individuals.
from Sep 1, 2013
Executive Vice-President For Advancement
1415 Southmore Blvd, Houston, TX 77004
Responsible for expansion and fund-raising for the entire Lifeline Chaplaincy organization. Lifeline Chaplaincy was originally founded to offer financial and other chaplaincy assistance to t...
Apr 2003 — Feb 2011
Registered Representative
New York, NY
Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
from Nov 2008
Insurance Agent
51 Madison Ave, New York, NY 10010
Agent licensed to sell insurance through New York Life Insurance Company.
from Oct 2008
Financial Advisor
51 Madison Ave, New York, NY 10010
Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.
from Oct 2008
President
7640 Guadalupe St, Austin, TX 78752
Responsible 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 ...
Jan 2001 — Apr 2003
Education
1995 — 1997
1989 — 1991
1968 — 1973
Occupations
Financial Broker
Financial Planner
Accountant
Finance and Accounting Specialist
Executive
Doctor of Medicine
Financial Management Analyst
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Retirement
Retirement Planning
Management
Fixed Annuities
Customer Service
Leadership
Public Speaking
Term Life Insurance
Small Business
Risk Management
Wealth Preservation Planning
Estate Planning
Creative Problem Solving
Long Term Customer Relationships
Customer Satisfaction
Writing
401K Rollovers
Business Insurance Planning
Buy Sell Agreements
Account Management
Business Succession
Charitable Giving
Key Person Insurance
Legacy Planning
Licensed In Long Term Care
Lifetime Incomce Strategies
Annuity Sales
Buy Sell Agreements
Gifting Strategies
Multi Generational Wealth Transfer
FAQs about Carson Stephens
What's the main profession of Carson Stephens?
Carson is a Financial Planner.
What are the profession of The professional?
These person's professions are Financial Broker and Financial Planner
Where is Carson Stephens located?
The professional is currently located in Austin, Texas.
Does Carson Stephens have the email address?
st**@carsonstephens.com is The professional's email address.
Where did Carson Stephens work?
This expert worked at Carson Stephens Capital Strategies, Lifeline Chaplaincy.
Where has Carson Stephens studied?
Carson studied at the University of Texas at Austin from 1995 to 1997.
What languages does Carson Stephens speak?
Carson Stephens speaks German.
Are there any industries Carson Stephens works in?
This professional works in Financial Services industry.