Rod Carson is a veteran financial planner with a depth and breadth of experience that is often hard to find in just one man. As founder of the Spectrum Wealth Advisors, Rod has created an organization that helps empower successful individuals to discover financial independence through a proven process. A comprehensive financial planner by nature and professional training, Rod enjoys guiding his clients as they implement customized financial and investment strategies aimed at helping them meet their financial and life goals. This focus is evident throughout the group of advisors.
Rod’s career in financial services began in 1977. After earning his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from American College, Bryn Mawr, PA (1989), he went on to complete the CERTIFIED FINANCIAL PLANNER™ program. He is also a graduate of the Life Underwriter Training Council and a member of the Financial Planning Association.
Rod values continuing education as a way to enhance professional excellence. Through continued education and years of applied experience, he has demonstrated a consistent ability to manage the hard-earned assets of his clients, many of whom have experienced major life changes including retirement, loss of a job or the loss of a spouse. Clients are typically young professionals, successful entrepreneurs, financially independent women and retired or pre-retired couples who desire a high level of personal service.
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.