Title: Financial Planner
Company: Carson Stephens Capital Strategies
Location: Salado, Texas, United States
Dr. Carson Stephens, financial planner at Carson Stephens Capital Strategies, has been recognized by Marquis Who’s Who Top Business Owners for dedication, achievements and leadership in Finance.
Dr. Stephens has cultivated a distinguished career marked by diverse roles and accomplishments. As the founder of Carson Stephens Capital Strategies since 2013, he has dedicated himself to serving business clients, assisting them in developing strategic plans to enhance operations and achieve their goals. As a financial planner, Dr. Stephens’s expertise extends to providing guidance on financial planning, investments, insurance, retirement plans and other essential financial instruments. His approach is characterized by treating clients like family, emphasizing care for their finances and broader aspects of their lives.
Before establishing his practice, Dr. Stephens was a registered representative with NY Life Securities LLC and an insurance agent with New York Life Insurance Company in Bastrop, Texas, beginning in 2008. Concurrently, he was a financial advisor with Eagle Strategies LLC. His tenure in these roles allowed him to hone his financial advising and client relations skills. From 2006 to 2008, Dr. Stephens was a financial advisor with AIG Advisor Group, where he initially developed his proficiency in the industry.
Dr. Stephens’ career also included significant contributions to nonprofit organizations. He was the executive vice president for advancement at Lifeline Chaplaincy between 2003 and 2011, where he expanded a chaplaincy program supporting indigent patients across Texas and covering hotel costs, food and parking for those facing financial hardship. Initially established at the Texas Medical Center in Houston, the program grew to include Dallas, Fort Worth and the Austin metropolitan area under his leadership. Before this role, Dr. Stephens briefly served as the development director at Lifeline Chaplaincy in Houston in 2003.
In academia, Dr. Stephens had the opportunity to serve as the president of the Austin Graduate School of Theology, which was located in Austin and associated with Churches of Christ, from 2001 to 2003. He also shared his knowledge as a guest lecturer at Pepperdine University in Malibu, California, and Freed-Hardeman University in Henderson, Tennessee.
Highly educated, Dr. Stephens began his educational journey with a Bachelor of Music in music composition and education from the University of Texas at Austin in 1974. Subsequently, he received a Doctor of Ministry in organizational leadership from Drew University in 1991. Additional educational pursuits to his credit included a postdoctoral degree from Texas A&M University in 1996 and a postdoctoral fellowship in higher education administration at the University of Texas at Austin in 1997. These academic credentials have equipped Dr. Stephens with the knowledge and skills necessary for his multifaceted career.
In addition to his professional achievements, Dr. Stephens is deeply involved with several professional organizations, such as the Million Dollar Round Table for over a decade and the National Association of Insurance and Financial Advisors for over 20 years. His dedication extends beyond his professional endeavors into civic engagement and creative pursuits. He created the Rotary Drug Awareness Essay Contest, which engaged approximately 65,000 eighth-grade students across eight counties in Houston. Additionally, Dr. Stephens has served as the president of The Community Band of Central Texas since 2024 and has been recognized as a Paul Harris Fellow by Rotary International.
As an author, Dr. Stephens has published works including ‘Evangelization’ in 1991, followed by ‘In the Beginning, Vol. 1’ in 1992 and ‘In the Beginning, Vol. 2’ in 1993, further showcasing his commitment to sharing knowledge.
Dr. Stephens attributes his success to hard work, faith and a strong work ethic instilled by his family and faith teachings grounded in scripture. His genuine care for others and dedication to helping them succeed are central to his professional philosophy. Looking ahead, Dr. Stephens aims to focus on building his business and establishing a legacy that can be passed on to future generations.
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