Carson Advisory Group

Cesar Garcia Ortiz is a financial advisor at Carson Advisory Group in Athens, GA, holding the CFA® designation and Series 66 license with two years of industry experience. Prior to joining Carson Advisory Group, he worked at Raymond James Financial Services in various capacities. Outside of his advisory role, he serves as a deacon at Cleveland Road Baptist Church, assisting with church operations and member communication. Carson Advisory Group provides financial planning and investment management services to individuals, including high-net-worth clients, and a range of institutional clients. The firm emphasizes strategic asset allocation, utilizing no-load mutual funds, ETFs, equities, bonds, and alternative investments tailored to client goals and risk tolerance.

Richard Chester is a financial advisor with Carson Advisory Group in Athens, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Carson Advisory Group since 2006 and previously operated Chester Wealth Management, Inc. from 2003 to 2022. Outside of advisory work, he is involved in managing several short-term rental properties through various family and partnership entities. Carson Advisory Group is a team-based registered investment adviser serving individuals, retirement plans, trusts, foundations, and small businesses. The firm emphasizes strategic asset allocation using institutional no-load mutual funds, ETFs, bonds, and select individual equities, offering both active and passive management across globally diversified portfolios.

Kevin Wilson is a CFP® professional with 16 years of industry experience, currently serving at Carson Advisory Group since 2012. He also has a background with Raymond James Financial Services dating back to 2011. Outside of his advisory role, Wilson is a committee member of the Food Bank of Northeast Georgia, contributing to development efforts for a new facility. Carson Advisory Group is a team-based registered investment adviser serving individuals, retirement plans, trusts, foundations, and small businesses. The firm provides financial planning, portfolio management, retirement-plan consulting, and wealth-transition advice, using a strategic asset allocation approach with a range of investment vehicles and both active and passive management.

Daniel Mosseri is a financial advisor with Carson Advisory Group in Athens, GA, holding a Series 66 credential and 12 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC, and has been with Carson Advisory Group and Raymond James Financial Services since 2020. Outside of his advisory role, he serves as a co-trustee for his parents' irrevocable trust. Carson Advisory Group provides financial planning and investment management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, foundations, and small businesses. The firm’s investment approach focuses on strategic asset allocation using institutional no-load mutual funds, ETFs, individual equities, bonds, and select alternative investments, tailoring recommendations to clients' goals and risk tolerance.

Edward Ariail is a financial advisor at Carson Advisory Group with 16 years of industry experience. He holds a Series 66 designation and has been with Carson Advisory and Raymond James Financial Services since 2012. Outside of his advisory work, he has been involved with Education for Ministry at Sewanee-University of the South since 2016. Carson Advisory Group is a team-based registered investment adviser serving individuals, retirement plans, trusts, foundations, and small businesses. The firm provides financial planning, portfolio management, and retirement-plan consulting, emphasizing strategic asset allocation through a mix of institutional no-load mutual funds, ETFs, bonds, and selective equities.

Lindsey Seagraves is a financial advisor with Carson Advisory Group in Athens, GA, holding a Series 66 designation and 11 years of industry experience. She has worked at Raymond James Financial Services since 2015 and has been associated with Carson Advisory Inc. since 2009. Carson Advisory Group is a team-based registered investment adviser serving individuals, retirement plans, trusts, foundations, and small business entities. The firm emphasizes strategic asset allocation using a mix of institutional no-load mutual funds, ETFs, bonds, and individual equities, offering both discretionary and non-discretionary financial planning and portfolio management services.

Robert Carson Jr. is a financial advisor with Carson Advisory Group in Athens, GA, holding a Series 63 designation and over 44 years of industry experience. He has been with Carson Advisory, Inc. since 2006 and has also worked at Raymond James Financial Services, Inc. since 1981. Outside of advising, he manages a support company related to Carson Advisory Group. Carson Advisory Group is a team-based registered investment adviser serving individuals, retirement plans, trusts, foundations, and small businesses. The firm focuses on strategic asset allocation using a mix of institutional no-load mutual funds, ETFs, bonds, and select individual equities, and offers both discretionary and non-discretionary financial planning and portfolio management services.