Mark Carlson

Background

About Mark Carlson

WHY THE CARLSON GROUP I am the founding member of the Carlson Group, a Goals-Based Wealth Management team within Merrill Lynch Wealth Management. For more than thirty years, I have helped a select group of clients acquire, grow, and preserve assets, helping them pass their wealth to successive generations and create lasting legacies. WHO WE SERVE We serve a number of business owners, physicians, lawyers, professionals and their families. Our team is structured in such a way to provide service to these clients for generations to come. WE INVITE YOU TO CONNECT WITH US FOR YOUR DISTINCTIVE NEEDS: • Portfolio management, specifically growth and income strategies • Corporate Retirement Plans • Customized Lending through Bank of America, N.A. • Trust and Estate Planning Services • Wealth transfer and structuring strategies including educating the next generation GETTING TO KNOW MARK I have grown a robust personal business and transformed it into a collaborative team built on confidence and continuity. I joined Merrill Lynch Wealth Management in St. Petersburg in 1981 and have spent years developing distinct investment disciplines and ideal standards for client relationships. I have obtained my Chartered Retirement Planning Counselor™, CRPC™ designation and am registered to do business in more than 44 states. I graduated from Emory in 1972 and moved to Florida the following day. Now, I balance my time between pursuing clients' financial prosperity and spending time with my family. My wife, Dimity, and I have three sons – two of which are married and residing in New York City and one who lives in Los Angeles. Dimity and I are passionate our serving our local community. We are involved with The Museum of Fine Arts and Academy Prep Center for Education in St. Petersburg.