Michael Carlson
Sr Vice President at Wealth Enhancement
Based in Bonita Springs, United States
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Seniority
Vp
Department
General Business & Management
Location
Bonita Springs
Industry
Financial Services
Company size
1.8K
Contact information
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m•••••••@wealthenhancement.com
Phone
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Background
About Michael Carlson
Michael Carlson is a Financial Advisor at Wealth Enhancement Group. Michael focuses on assisting his clients with strategic retirement planning, preserving and growing their assets and planning for the future through the use of a customized financial analysis. Michael is a dedicated professional who emphasizes on building significant relationships with his clients. He says, “I am passionate about what I do and strive to provide sound financial advice that awards my clients with financial confidence.” One of Michael’s areas of experience is retirement planning by providing investment management services to individuals, endowments and retirement plan sponsors. Prior to joining the team at Pinnacle, Michael was a Registered Representative of Sentinel Securities, where he provided investment education to 401(k) plan sponsors and participants and was co-chair of Sentinel's investment committee. Michael is a graduate of Nichols College where he holds a Bachelor of Science in Business Management. On his free time, you can find Michael spending time with his family, visiting Florida or playing golf.
Decision-makers
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Kelly Murphy
Director of Advisor Services · General Business & Management
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Jerod Ewing
Senior Manager, Business Process Outsourcing · Other
- LMStaff
Lori Monk
Tax Analyst · Finance & Accounting
- AMVp
Arthur M. Stoute
VP Financial Advisor · Finance & Accounting
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