Stephen Carson - AIF®
Wealth Management Director
With over 20 years in the financial planning industry, Steve has experienced most planning scenarios and situations. In 1995 Steve began working with a Boston based RIA firm focusing on the relatively new concept of fee based asset management. He was formerly the Vice President and Managing Partner of Pinnacle Capital Management Inc. (PCMI). Steve was instrumental in both the formation of PCMI, and orchestrating the successful merger with Axial Financial Group. Steve considers clients a part of his extended family, working with many of them since he started in the industry. He takes great care to structure, review and adjust individual plans depending on changing goals, objectives and economic conditions.
Steve graduated cum laude from Suffolk University with a degree in Marketing in 1996. He holds his Series 7, 63 and 65, and insurance designations. Steve has been a registered representative with Commonwealth Financial Network since 1997. He has also earned the Accredited Investment Fiduciary (AIF®) designation in 2006, and is a member of the Investment Management Consultant Association (IMCA).
Steve enjoys spending his free time with his wife Jeniffer who is an attorney and managing partner at CMBG3 Law LLC, and their two daughters Adrienne and Vanessa. He also enjoys working with his mother Mary, who many may know as the ‘Pinnacle Tax Preparer’. Steve has always had an affinity for basketball, buying and selling antiques, collectables and metals, and he has been actively involved in real estate investment throughout his career.