Despite being traditionally male-dominated, the finance industry is undergoing a significant shift as women make remarkable progress and break down barriers.
Today, we speak with a prominent contributor at Carson Group about her experiences in the financial world!
In this episode, Ryan Detrick & Sonu Varghese sit down with Jessica Golson, Senior Vice President, Investments and Trading at Carson Group. She shares her experiences as a woman in finance and her role overseeing Carson Investment Research's investment and trading teams. Additionally, they explore the evolution of the advisor role, the importance of tax planning, and Carson Group's core values of community.
Jessica discusses:
- Her role in overseeing the investment team, investment platform, and trading team at Carson Investment Research
- A conversation about being a woman in the finance industry
- The changes in advisor roles over the years and how Carson Group supports its partners
- The various aspects of investment beyond portfolio management, including tax planning and funding retirement or education
- The importance of having support and education for advisors in making investment decisions and providing solutions to clients
- The sense of community and collaboration among advisors at Carson Group
- The importance of asking questions and not waiting for a certain role or position to suggest a change in the workplace
- And more!
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About our guest:
Jessica Golson received a Bachelor of Science in Business Administration from the University of Nebraska Omaha, where she majored in Finance, Banking, and Investment Science, and minored in Management. In 2012, she received a Masters of Investment Management and Financial Analysis from Creighton University. She currently holds FINRA Series 7 and 66 security licenses.
She brings over 10 years of industry experience striving to help advisors succeed. Since starting in the industry as an advisor she has since held influential roles in Trading, Performance, and Management. In her previous positions, she sought out opportunities for operational efficiencies and acted as a catalyst of change; improving many of the processes and procedures.
Outside of work, Jessica soaks up every second she can with her husband Terrance, and their three amazing children, Wyatt, Jacob, and Adalynn.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
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