Carson Group has fully acquired a Maryland-based Carson Wealth office that oversees more than $300 million in assets under management.  

Jacob William Advisory, launched in 2006 and is led by the firm’s founding partners and wealth advisors Mark Ring and Dan Morrison, has been a Carson partner firm since 2016. The team marks Carson Group’s 28th wholly owned Carson Wealth office. 

The team also includes partner and wealth advisor Christina Snyder, financial and wealth advisors David Hodnett and Matthew Rodgville. The team is supported by business operations director Chloe Ober, operations director Brandy Weaver, relationship and operations associates Marlee Smith and Cody Zigarelli, director of first impressions Mollie Moore, and marketing specialist Adji Mbaye, according to the team’s website. 

“To grow in today’s world, firms must achieve scale to meet the evolving needs of clients. Carson’s platform empowers us with an extensive network, a deep bench of experts, strategic support and innovative tools that enhance the services we provide—while allowing our clients, stakeholders and firm to remain independent,” Ring said. “Carson shares our commitment to client-first service, and this strengthened partnership ensures that our clients and stakeholders will be well cared for not just today, but for generations to come.” 

Carson Group’s CEO, Burt White, said its acquisition of Jacob William Advisory reflects the shared goal of “strengthening” relationships with their clients and continuing to provide “exceptional” service, while “removing constraints and barriers” so both firms can grow and expand on their businesses.  

In June, Carson Group fully acquired a Utah-based Carson Wealth office that oversees $143 million in assets. Carson Group also fully acquired its Sarasota, FL-based SRQ Wealth, a Carson Partner firm that oversees $365 million in assets. 

Omaha, NE-based Carson Group, founded in 1983, oversees $42 billion in assets for more than 54,000 families, according to the firm.