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Our financial advice team


Bryce Carlson, Financial Advisor serving the Columbia, MD area - Ameriprise Advisors

Bryce Carlson

CFP®, CPA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Carlson Advisory & Wealth Management
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Small Business
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Intergenerational Planning
  • Insurance
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPA Certified Public Accountant

Education

  • BS Finance, University of Maryland, College Park - 2012
  • BS Accounting, University of Maryland, College Park - 2012

Professional associations

  • Maryland Association of Certified Public Accountants

Previous experience

  • Senior Accountant, Baker Tilly, Tysons Corner, VA, 2012-2016

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

I enjoy:

  • Spending time with my wife, Leyla, and our cat, Teddy, as well as our family and friends
  • Playing and listening to music
  • Snowboarding, hiking, and experiencing the great outdoors
  • Golf
  • Cooking
  • Traveling
  • Reading