What changed

Former Carson Group VP of estate planning joined Hargrove as VP of engagement; previously senior corporate counsel at Wealth.com and team lead of advanced planning at Commonwealth Financial Network.

Reported / discovered

Sep 10, 2026

Effective

Not reported

New role

Vice President of Engagement

Previous role

Not reported

Market

Boston, MA

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.