Worsfold Wealth Management has left Wells Fargo to join Carson Wealth. The team, led by Joel Worsfold, has about $500 million in assets and is based in West Des Moines, Iowa.
“Joel and his team have known us for more than a decade, and we couldn’t be more excited to add such a well-reputed advisor to our organization,” according to Carson, CEO and founder of Carson Group, which works with Cetera Advisor Networks as its broker-dealer.
“He’s making a transformative leap to go independent and truly serve his clients as a fiduciary. We look forward to 2019 together, as Carson Wealth begins a new chapter in Des Moines,” Carson added.
Worsfold has been an advisor for 30 years and worked for Wells Fargo since 1994.
“Carson Wealth was really the only firm that culturally aligned with our mission and purpose for putting our clients at the center of everything we do,” Worsfold said in a statement.
“This decision represents a monumental move to not only improve the financial health and stability of our business but the actual physical health of our team, including myself,” he added. “We needed a trusted partner that could support us with better technology and a seamless experience, so we could serve our clients in the way we’ve always wanted.”
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