Dwight Carson

Background

About Dwight Carson

I came to Edward Jones as a financial advisor with one mission in mind: I want to help people. As your business and personal financial advisor my goal is simple: I want to understand what is important to you. I want to learn about you, your values, and your dreams for the future. I’ll use an established process to build a personalized strategy to help achieve your goals. We’ll partner together throughout your life. I’ll help you to navigate the difficult times, celebrate the good, and keep you on track to reach your goals. A life-long investor, entrepreneur, and former business owner, I understand the complex needs and concerns of small businesses, and entrepreneurs, in this day and age. My role as a Financial Advisor allows me to help business owners create and maintain successful employer-sponsored 401k & profit-sharing retirement plans. This allows me to help business owners grow company assets, reduce taxes, and guide in their business succession plans. I serve a wide variety of individual clients and families, and regularly work with multi-generational families to develop unique strategies for growing assets, reducing taxes, and transferring wealth. Through highly personalized strategies, I help my clients plan for the future and to prepare for the unexpected challenges life will undoubtedly throw at them along the way. I am a problem-solver and I enjoy helping others. I understand the value of successfully managing the complexities of personal finances. I relish the opportunity to help my clients achieve success through the comprehensive management of their financial lives.