Art of Wealth Management Expands Team, Welcomes New Wealth Advisor

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Reno, Nev. – Art of Wealth Management, a growing wealth management firm and Carson Partner, announces the hiring of Dylan Locke as a wealth advisor.

“We are proud to welcome Dylan to the Art of Wealth Management team. His vast experience in financial services and zeal for financial education is an asset to our firm and clients. He is a trusted source for sound financial strategies, and clients we believe will benefit from his incredible knowledge base,” said Steve Rose, CFP® Art of Wealth Management founder and wealth advisor.

In March 2022, Art of Wealth Management joined Carson Partners, a nationwide ecosystem bringing support, networking and resources to growth-minded independent advisory firms. Rose says the partnership has helped nurture the firm’s growth through expanded resources, allowing more time to focus on clients and develop the business.

Before joining Art of Wealth Management, Locke operated his own firm, serving clients as an independent advisor for five years. He holds a Bachelor of Science degree in business administration with an emphasis in economics from the University of Nevada, Reno. Locke is originally from the Reno area and was drawn to the world of finance at an early age.

“I think finance has been in my blood since I was a toddler—I was always saving money under my bed instead of spending it. When I entered the financial services field shortly after college, I quickly realized my talents could pair with my passion for helping people. I met Steve early in my career, and I am thrilled to join his team, work alongside him and continue to live my passion as a wealth advisor at Art of Wealth Management,” said Locke.

In addition to serving clients as a wealth advisor, Locke volunteers his time at an area nonprofit and serves on the board of directors for an entrepreneurs’ group and a local human resources association. Locke is also pursuing his Certified Financial Planner (CFP®) designation.

About Carson Group

Carson Group serves financial advisors and investors through its businesses, including Carson Wealth, Carson Coaching and Carson Partners. The family of companies offers coaching and partnership services to advisor firms and straightforward financial advice to the investing public. All three organizations are headquartered in Omaha, Neb., and share a common mission to be the most trusted for financial advice. For more information, visit www.carsongroup.com.

Carson Partners offers investment advisory services through CWM, LLC; an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Holdings, LLC. Carson Coaching does not provide advisory services.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

COVID’s Financial Toll Isn’t What You Think

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …

Emerging Financially Healthy After a Gray Divorce

By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group   Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.

Art of Wealth Management Celebrates Grand Opening

Reno, Nevada (March 4, 2022) — Art of Wealth Management, an independent registered investment advisor (RIA) in Reno, Nevada, celebrated its grand opening in March 2022. Founded by wealth advisor Steve Rose, CFP®, and located at 410 California Ave., Suite 200, Rd., Art of Wealth Management w …

3 Roth Conversion Traps To Avoid After The SECURE Act

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
1 2

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation