Robert Hayes Carson, MBA, Managing Partner
Robert has been a financial planner to the affluent since 1993. He specializes in providing comprehensive financial planning solutions to individuals and business owners. His primary focus is to provide advanced strategies for estate preservation, business succession planning, and asset management.In addition to his focus on clients, he also oversees a group of financial planners and an administrative support team for Planning Solutions Group. In 2001, the partners nominated Bob to act as the Managing Partner for the firm.
As the Managing Partner, Bob leads the strategic direction of the firm and implements new business initiatives to improve PSG’s planning, client service, and communication. Bob is a two-time winner of the Five Star Wealth Manager Award and has been featured as a guest speaker at the Lincoln Financial advisors Planning Forum and the Triad Advisors National Conference.
In addition, Bob is sought out as a trusted advisor by several CPA firms, attorneys, and banks to offer sophisticated planning strategies to their affluent clients.Bob earned his Bachelors degree in Accounting from the University of Baltimore. He received his Masters of Business Administration from the same institution. He lives in Howard County Maryland with his wife and 2 children.Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6001 • Toll Free 888.740.3501 • Fax 301.543.6030