Want to learn how female entrepreneurs are reshaping the investment landscape?

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Golson, CIPM, SVP, Investments and Trading at Carson Group, and Erin Wood, CFP®, CRPC, FBS®, SVP, Financial Planning and Advanced Solutions at Carson Group.

They explore the dynamics of trends in investing, featuring an insightful discussion on the Women's CEO Strategy and Fund at Carson. As they walk us through their respective journeys and how they contribute to creating a client-centered approach at Carson.

They discuss:

• Erin and Jessica's paths to leadership in the financial industry
• The integration of Carson's values in investment strategies
• An inside look at the Women's CEO Fund and its significance
• Current trends in investing, including the impact of AI
• The impact of behavioral finance on investment trends and client relationship
• And more!

Resources:

• Facts Vs. Feelings Podcast with Ryan Detrick & Sonu Varghese
• Carson Group - Research
• Rock The Street, Wall Street

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Jessica Golson:

• LinkedIn: Jessica Golson

Connect with Erin Wood:

• LinkedIn: Erin Wood

About Jessica Golson:

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.

About Erin Wood:

Erin Wood, CFP®, CRPC®, FBS®, has been a voice for humanizing financial planning for more than 20 years. As the financial planning leader at one of the nation’s fastest growing RIAs and advisor platforms, Erin speaks and works with firms nationally on how to incorporate a people-first planning approach within their firms, using tax planning, trust, retirement and insurance strategies. She’s been featured in The Wall Street Journal, Barron’s, NASDAQ and MarketWatch. In 2023, Erin was named “Thought Leader of the Year” at WealthManagement.com’s annual “Wealthies” awards.

Erin graduated from Northwest Missouri State University in 2002 with a B.S. in communications and finance. She holds a CERTIFIED FINANCIAL PLANNER designation, as well as Chartered Retirement Planning Counselor and Financial Behavior Specialist designations. She received her M.S. in financial psychology and behavioral finance from Creighton University.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.