Carson joined Loring Advisory Group in 2023 as a Client Service Associate. As a Financial Planner, Carson now works one-on-one with clients to guide them toward their long-term goals. He brings a thoughtful and collaborative approach to each client relationship, making the planning process clear, structured, and aligned with their needs. Carson is driven by an innate sense of curiosity and a passion for helping people achieve their goals.
Professional Designations, Certifications, Securities Registrations and Licenses
- CERTIFIED FINANCIAL PLANNER® Practitioner
- FINRA General Securities Representative (Series 7)
- FINRA Uniform Combined State Law Examination (Series 66)
- Licensed Life and Health Insurance Broker/Agent
Carson began his career in financial services at Northwestern Mutual, where he worked as a financial representative and assisted clients with a variety of financial matters. Before his time at Northwestern Mutual, Carson worked in Boston in software sales as both an Account Manager and an Account Executive. Carson earned his bachelor’s degree in Global Studies from Colby College in Waterville, ME.
Originally from Colorado, Carson now lives in Providence. In his spare time, Carson loves to travel or spend time outside. In particular Carson is an avid golfer, biker, skier, and rock climber, but he will participate in just about any outdoor activity.
