Profile
Ms. Clarissa Hobson is a Principal at Carnick & Co., Inc.
Prior to joining Carnick & Co., Ms. Hobson served as the national Education Trainer for the Principal Financial Group, where she trained the firm's financial planning employees.
She was initially employed by the Principal in 2006 as a Senior Employee Benefits Specialist, and during that time worked with the firm's clients to achieve their financial, investment and retirement goals.
Before coming to the Principal, Clarissa was a member of the retirement services group at AmSouth Bank, where she served as a Senior Education Specialist and Trust Officer.
She specialized in educating employees on how to meet their financial goals in retirement.
Ms. Hobson Magna Cum Laude graduate of the University of the South in 2001.
Former positions of Clarissa Hobson
| Companies | Position | End |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP, INC. | Corporate Officer/Principal | - |
AmSouth Bank of Florida
 AmSouth Bank of Florida Regional BanksFinance AmSouth Bank of Florida, a wholly owned subsidiary of AmSouth Bancorp (NYSE: ASO), is headquartered in Clearwater, Florida. | Corporate Officer/Principal | 2005-12-30 |
Transform Wealth LLC
 Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Corporate Officer/Principal | - |
Training of Clarissa Hobson
| Sewanee-The University of the South | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Executives
Linked companies
| Listed companies | 1 |
|---|---|
| PRINCIPAL FINANCIAL GROUP, INC. | Finance |
| Private companies | 2 |
|---|---|
Transform Wealth LLC
Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
AmSouth Bank of Florida
AmSouth Bank of Florida Regional BanksFinance AmSouth Bank of Florida, a wholly owned subsidiary of AmSouth Bancorp (NYSE: ASO), is headquartered in Clearwater, Florida. | Finance |
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