Stephen Carson


Wealth Management Director

Stephen Carson

Steve began his career in the financial industry in 1995 with a Boston based RIA firm before serving as Vice President and Managing Partner of Pinnacle Capital Management, Inc. (PCMI). Steven orchestrated the successful merger of PCMI with Axial Financial Group.

Steve graduated cum laude from Suffolk University with a degree in Marketing in 1996. He holds his Series 7, 63 and 65, and insurance designations. Steve has been a registered representative with Commonwealth Financial Network since 1997. He earned the Accredited Investment Fiduciary (AIF®) designation in 2006, and is a member of the Investment Management Consultant Association (IMCA).

Steve enjoys spending his free time with his wife Jeniffer and their two daughters Adrienne and Vanessa. Steve enjoys basketball, buying and selling antiques, collectables and metals, and he has been actively involved in real estate investment throughout his career.