Sound Income Group Founder, CEO David Scranton to Speak at Wealth Management EDGE

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FORT LAUDERDALE, Fla.April 11, 2024 /PRNewswire/ — Sound Income Group, a Fort Lauderdale, Florida-based, diversified financial services company whose affiliate Sound Income Strategies is an SEC-registered RIA with approximately $3 billion in total assets under management, today announced that David Scranton, the firm’s Founder and CEO, will speak at the 3rd Annual Wealth Management EDGE conference in Hollywood, Florida.

The May 13 to 15 event draws more than 2,000 participants, including C-level advisor decision makers for education and networking. Scranton will present “Investing for Income and Breaking Through Our Industry’s Limiting Beliefs.”

“I’m excited to be part of this dynamic event and honored to be among the industry leaders chosen to share my insights and experience in the financial services industry,” Scranton said. “I look forward to presenting on investing for income and how, in order to generate more returns, our clients must take more risk.”.

Scranton, CFA®, CFP®, ChFC, CLU, is a bestselling author and thought leader in the financial industry. With more than 35 years of experience, he has specialized in income-generating investments for the past 25 years. Scranton’s insightful approach to financial success and stability has earned him a wide and ever-growing national following. That following includes everyday Americans seeking a more reliable, less stressful way to invest, as well as like-minded financial advisors seeking his coaching and mentorship.

Wealth Management EDGE brings together three industry-leading brands: Inside ETFs+, WealthStack and RIA Edge. Over a single week, the event provides attendees with real-world solutions to improve their investment strategies, technology and practice management.

About Sound Income Group
Sound Income Group comprises three full-service firms offering marketing, coaching, practice management, investment services, and franchise opportunities for the financial community. It operates Retirement Income Source, a national network of Income Specialists who help clients establish steady streams of income; Advisors’ Academy, a recruiting and marketing firm, and Sound Income Strategies, LLC, a registered RIA with more approximately 3 billion assets under management (AUM). Learn more at www.soundincomegroup.com.

Investment advisory services are offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities.

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Carter Financial Group is a full-service financial firm dedicated to helping those in the Texas area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Carter Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Insurance products are offered through our Affiliate Advisors Academy LLC.  Carter Financial Group and Sound Income Strategies, LLC are not associated entities. Carter Financial Group is a franchisee of Retirement Income Source. Retirement Income Source LLC, Sound Income Strategies LLC, and Advisors’ Academy are associated entities. © 2023 Carter Financial
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In preparation for her continuing the family business and taking over full time once Dee retires, Mandee Carter, the Vice President and Associate Advisor of Carter Financial Group, has been working alongside her father running the day-to-day business and learning the ropes, so to speak, since 2017.

Mandee received her BS in Psychology in 2016 and started her career in the Financial Industry in 2010 when she started helping in the office. After acquiring her degree, she came on full-time in March 2017 as Dee’s business partner and Main Associate Advisor helping clients navigate the intricacies of investing for retirement and overall successful financial planning.

In 2021, she was named an Elite Producer with American Equity amongst other accolades.

In Mandee’s spare time, she likes to go to the gym, spend time with her boyfriend, friends and family. She is an animal lover and rescuer. She has 2 German Shepherds that she rescued from the shelter 6 years ago. She still enjoys almost all things Psychology related and is constantly researching something. She enjoys meeting new client prospects and likes speaking with her current clients. She loves helping people.