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Carson Bruce
Carson Bruce
Financial Advisor
Accredited Asset Management SpecialistSM

Since joining Tumlin Levin Sumner Wealth Management in 2012, Carson’s goal has been to apply her experience and knowledge to help clients address their financial concerns and develop sound investment strategies. She dedicates her time to delivering the personalized investment planning services her clients expect and deserve.

Carson grew up in Camden, and went on to earn her bachelor’s degree in sociology from the College of Charleston. In her professional life, she has earned her Series 7 and 66 licenses, her insurance license and the Accredited Asset Management Specialist certification.

Philanthropically minded, Carson was a founding member of the Junior Service League of Beaufort, an organization that promotes the well-being of Beaufort County’s women and children. She currently serves on the boards of Lowcountry Habitat for Humanity and the Sea Island Rotary Club. She has co-chaired Women’s Wellness Retreat, an annual event that focuses on educating and enriching women in the areas of mental, physical and financial well-being. In her spare time, she enjoys just about any water activity that gets her closer to Beaufort’s beautiful coastline and waterways, including stand-up paddle boarding and boating

Raymond James is not affiliated with any of the organizations listed above.

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