Carson Stephens Email & Phone Number
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Carson Stephens Location
- Austin, TX, US
Carson Stephens Work
- Financial Planner @ Carson Stephens Capital Strategies (September 2013 - Present)
- Registered Representative @ NYLIFE Securities LLC (November 2008 - Present)
- Insurance Agent @ (October 2008 - Present)
- Financial Advisor @ (October 2008 - Present)
- Executive Vice-President for Advancement @ (April 2003 - February 2011)
- Financial Advisor @ (March 2006 - October 2008)
- Financial Advisor @ (April 2004 - November 2005)
- President @ (January 2001 - April 2003)
Carson Stephens Education
- The University of Texas at Austin
Postdoctoral Fellowship (Higher Ed Admin)
1995-1997 - Drew University
DMin (Organizational Leadership)
1989-1991 - The University of Texas at Austin
BMus (Music Composition and Education)
1968-1973
Carson Stephens Skills
- Public Speaking
- Charitable Giving
- Sales
- Business Insurance Planning
- Creative Problem Solving
- Investments
- Marketing
- Life Insurance
- Customer Service
- Multi Generational Wealth Transfer
- Retirement Planning
- Account Management
- IRAs
- 401k Rollovers
- Key Person Insurance
- Buy Sell Agreements
- Gifting Strategies
- Insurance
- Retirement
- Leadership
- Long Term Customer Relationships
- Legacy Planning
- Lifetime Incomce Strategies
- Wealth Preservation Planning
- Customer Satisfaction
- Management
- Fixed Annuities
- Business Development
- Business Succession
- Finance
- Term Life Insurance
- Teaching
- Small Business
- Writing
- Project Management
- Licensed in Long Term Care
- Annuity Sales
- Microsoft Excel
- Securities
- Risk Management
- Estate Planning
Carson Stephens Summary
- Carson Stephens, based in Austin, TX, US, is currently a Financial Planner at Carson Stephens Capital Strategies. Carson Stephens brings experience from previous roles at NYLIFE Securities LLC, New York Life Insurance Company, Eagle Strategies, LLC and Lifeline Chaplaincy. Carson Stephens holds a 1995 - 1997 Postdoctoral Fellowship in Higher Ed Admin @ The University of Texas at Austin. With a robust skill set that includes Public Speaking, Charitable Giving, Sales, Business Insurance Planning, Creative Problem Solving and more. Carson Stephens has 2 mobile phone numbers on RocketReach.
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