The latest senior moves in the North American wealth management industry.
Carson Group, the financial services firm, has appointed Ana Trujillo Limón as director, coaching and advisor content.
A communications professional with more than 15 years of media experience as a reporter and editor, she was most recently editor-in-chief, FPA Publications with the Financial Planning Association (FPA) in Denver.
With the Financial Planning Association, Trujillo Limón served as the managing editor, planning, and developing content for all the organization's publications including Journal of Financial Planning, FPA Next Generation Planner and the Practice Management Blog. She also led discussion groups that gave members the opportunity to engage in peer-to-peer learning with Journal content. Among her other accomplishments was establishing and leading a new professional development Knowledge Circle geared specifically toward Latino financial planners called FPA Latino. Before joining FPA in 2014, she worked as an editor and reporter for a number of outlets including Active Interest Media, The Santa Fe New Mexican, and The Miami SunPost.