Hagerstown, MD Office

Team
Updated today
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Carson Wealth

Enterprise

Firm-wide stats for Carson Wealth

Total advisors

656

Across 226 offices

Clients per advisor

80 High

Avg AUM per client

$875,860 High

HNW client ratio

14% Typical

About

CWM, LLC is an SEC‑registered investment adviser operating an enterprise platform that oversees roughly $50.6 billion through a network of partner offices and more than 650 advisors. The firm provides a range of services including discretionary asset management, financial planning, variable sub‑account management for annuities, sub‑advisory relationships, and retirement plan services (including 3(38) investment management via a Vestwell partnership).

The firm’s investment work is driven by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs, and it offers tailored solutions such as Orion Custom Indexing, access to iCapital alternative investments, and third‑party sub‑advisors. CWM delivers ongoing portfolio oversight, IPS‑driven selection and monitoring, and integrates custodial and technology relationships (Fidelity, Schwab, Goldman Sachs) to support execution, reporting, and fee billing.

Compared with many large peers, the brochure discloses marketing of predecessor performance, an activity that is relatively uncommon among enterprise advisors of this size, and it highlights extensive platform and commercial arrangements (revenue sharing with Flourish Cash, parent‑company investments in document providers, a Premier Partner investment universe and lead‑generation program) that shape how services are delivered. The firm emphasizes corporate, institutional and high‑net‑worth business lines and describes its retirement fiduciary capabilities prominently while the brochure does not emphasize services targeted specifically to charitable organizations.

Based on Carson Wealth

Expertise

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies

Based on Carson Wealth

Location

19833 Leitersburg Pike, Suite 1

Hagerstown MD 21742

Advisors at this office

7

Advisors at this office

user avatar

Karsyn B

Series 65

Hagerstown, MD

Carson Wealth

Karsyn Burker is a financial advisor at Carson Wealth with a Series 65 designation and four years of industry experience. Prior to joining CWM, LLC in 2026, Burker worked at Middletown Valley Bank and AC&T. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios developed by an Investment Committee and providing tailored investment solutions.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
user avatar

Ashley S

Series 63, Series 65

Hagerstown, MD

Carson Wealth

Ashley Sowers is a financial advisor with Carson Wealth and holds Series 63 and Series 65 licenses. She has 23 years of industry experience, including roles at M&T Bank and First Command Financial Planning. Outside of her advisory work, she serves as a co-leader for a local Girl Scout troop. CWM, LLC, where she is affiliated, is an SEC-registered enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and tailored investment solutions, supported by an Investment Committee that constructs and monitors portfolios using fundamental and technical analysis.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
user avatar

Shane H

Series 65

Hagerstown, MD

Carson Wealth

Shane Heizer is a financial advisor with Carson Wealth, holding a Series 65 license and six years of industry experience. Prior to joining Carson Wealth in 2020, he worked at Middletown Valley Bank for two years. He serves as a board member of the United Way of Washington County, MD. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios while providing tailored solutions and integrating custodial and technology partnerships.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
user avatar

John S

Series 63, Series 65

Hagertown, MD

Carson Wealth

John Saunders II is a financial advisor at Carson Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisor Networks, LPL Financial, and Cornerstone Wealth. Outside of advisory work, he serves as treasurer for a homeowners association and is involved in life insurance sales and farmland rental operations. He is also affiliated with CWM, LLC, an SEC-registered investment adviser managing approximately $50.6 billion through a platform of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment process and incorporating various tailored portfolio solutions.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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Alexis B

Series 65

Hagerstown, MD

Carson Wealth

Alexis Bush is a financial advisor at Carson Wealth with a Series 65 designation and four years of industry experience. Prior to joining Carson Wealth, Alexis held roles at Bowers Advisory Group and MVB Bank, and was a full-time student for nine years. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored solutions such as Orion Custom Indexing and access to alternative investments.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
user avatar

Scott F

Series 63, Series 65

Hagerstown, MD

Carson Wealth

Scott Ford is a financial advisor with Carson Wealth and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has worked at firms including Cetera Advisor Networks, LPL Financial, and Cornerstone Wealth Management Group. Ford is involved in a variety of outside activities including authoring financial education materials, chairing the Four World International Institute, and volunteering with Eastern Panhandle Search & Rescue. CWM, LLC operates as an SEC-registered investment adviser with more than 650 advisors and oversees approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and tailored investment solutions through partnerships and integrated custodial platforms.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
user avatar

Sevda Y

Series 65

Hagerstown, MD

Carson Wealth

Sevda Yakhuzova is a Series 65 credentialed advisor with Carson Wealth, bringing several years of experience in financial services and banking. She has held positions at Carson Wealth since 2023 and previously worked at Middletown Valley Bank and United Bank. CWM, LLC operates an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios developed by an Investment Committee and providing tailored investment solutions through partner platforms and third-party sub-advisors.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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