SAN FRANCISCO--(BUSINESS WIRE)--The Presidio Group, LLC congratulates Colin Carter, a managing director and head of the firm’s Dallas office for once again being named to Barron’s annual list of Top 100 Independent Financial Advisors in America. This marks the seventh time Carter was included in this elite list.
“We are very proud that Colin and our Dallas team have once again been recognized for their professionalism and commitment to providing clients with exceptional service,” said Karl Schade, chief executive officer of The Presidio Group. “They truly exemplify The Presidio Group’s core values by utilizing their deep expertise to create strategies that meet our clients’ needs with integrity.”
Carter joined The Presidio Group and opened the firm’s Dallas office in 2003. Prior to that, he was a private wealth advisor at Merrill Lynch and Goldman Sachs. Carter earned his MBA from the University of Texas and an undergraduate degree from Duke University.
In selecting its Top 100 Independent Wealth Advisors, Barron’s considers volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of service provided to clients.
About The Presidio Group LLC
The Presidio Group LLC is an independent financial services firm focused on wealth advisory, investment banking and private equity. The firm was founded in 1997 with the simple mission to relentlessly put the interests of its clients first. By steadfastly adhering to this philosophy, the firm has earned the trust of affluent families, organizations and businesses throughout the United States. The firm’s seasoned professionals create client relationships based on mutual respect, a commitment to durable, long-term results and a culture of accountability. Today, The Presidio Group has approximately $4.5 billion under advisement, 60 employees, and offices in San Francisco, Dallas and Washington, D.C. For more information, visit www.thepresidiogroup.com.