Mary Kate Gulick Joins Carson Group as Chief Marketing Officer

Veteran FinServ Marketing Expert and Bestselling Author Added to Leadership Team

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Jun 24, 2021, 11:43 ET

OMAHA, Neb., June 24, 2021 /PRNewswire/ -- Carson Group, one of the fastest growing financial services firms in the country, announces the addition to its executive team of Mary Kate Gulick as Chief Marketing Officer. She brings to Carson more than 20 years of marketing experience, including leadership roles at TD Ameritrade Institutional, IBM and multiple award-winning advertising agencies with a focus on financial services.

"One of our primary goals is to help our advisory firm partners grow their businesses, and marketing is an integral component of that effort," said Ron Carson, Founder and CEO of Carson Group. "Mary Kate's wide range of relevant experience will be invaluable as we continue to grow the Carson Group and our partner firms around the country."

"The Carson Group overall and our partners individually have continued to enjoy strong growth over the last few years," added Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group. "Having a proven leader and innovative thinker like Mary Kate to head up our marketing efforts will allow us to build upon that momentum and further strengthen Carson's position in the marketplace."

Gulick's 20 years of marketing leadership have primarily focused on financial services clients, including Allstate, First National Bank of Omaha, Lincoln Benefit Life, Securities America, and TD Ameritrade. She served as the Director, Digital & Content Marketing and Senior Manager of Brand and Creative with TD Ameritrade Institutional, strengthening their advisor-serving business.

Earlier professional positions included Marketing Operations Manager/Creative Director with IBM and Vice President, Marketing Strategy for the Nebraska Children and Families Foundation. She holds a Master of Arts in Marketing, Communications & Advertising from the University of Nebraska-Lincoln and is the author of the Amazon best-seller "The Real Deal: Get Known for Your Genuine Expertise in an Era of Bullsh*t Gurus."

Joining Gulick on Carson Group's marketing team as Vice President, Digital Marketing will be Samantha Allen, a veteran of more than 10 years' experience working in financial services, including managing the social media and search engine optimization teams at TD Ameritrade Institutional. She also led digital strategy at advertising agencies in Sioux Falls, Boston, Denver, and Omaha.

"I was introduced to the Carson Group during my time with TD Ameritrade and I'm excited to now be a member of the team. Having Samantha on my team will be a huge plus as we continue to build out Carson's marketing offering," said Gulick. "Ron has built a dynamic company and I look forward to helping lead the Carson brand to the next level."

About Carson
Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.

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Press Contacts:

JConnelly
Lisa Aldape
973.525.6550
[email protected]

Carson Group
13321 California Street | Suite 100
Omaha, NE 68154

Meg Ronspies
402.810.9688
[email protected]

SOURCE Carson Group