The Team
Carlson Advisory & Wealth Management

Our Advisors

Jeffrey D Carlson

Jeffrey D Carlson

Private Wealth Advisor

More about me...

Contact

jeffrey.d.carlson@ampf.com

410.740.8000

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
CA Insurance #0J12076

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Bryce Carlson

Bryce Carlson

Financial Advisor

More about me...

Contact

bryce.carlson@ampf.com

410.740.8000

Designations

CPA

Top Areas of Focus

  • Investments
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies

Education

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

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Our Staff

Blayde Woodrum

Blayde Woodrum

Paraplanner
More about me...

Contact

James.B.Woodrum@ampf.com

410.740.8000

Qualifications

  • Series 7, 66, Life, Health & Annuity