Steve Lockshin

Carson Wealth Management Group elects Steve Lockshin to executive board

Steve Lockshin is joining forces with Carson Wealth Management Group's executive board to help guide the growth of the firm's three companies, Carson Wealth, Peak Advisor Alliance and Carson Institutional Alliance.

Lockshin (pictured), founder and chairman of Convergent Wealth Advisors, was elected to the executive board at the group's most recent meeting.
 
Alongside Ron Carson, founder and CEO of Carson Wealth Management Group, he is the second member of the board that currently holds a top-ten ranking on the Barron's Top 100 Financial Advisor list. Lockshin and Carson each held the second and seventh rankings, respectively in 2013.
 
"For the last 20 years, Steve has been a trailblazer in the wealth management industry by delivering high-quality service and scale to both investors and advisors," says Carson. "Steve continues to challenge the status quo of the financial services industry and is a true advocate for investors and the fiduciary standard. I am pleased he will bring his first-hand experiences and candour to our group as we position our firm for continued growth."

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