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Jeffrey D Carlson, Private Wealth Advisor serving the Columbia, MD area - Ameriprise Advisors

Jeffrey D Carlson

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Carlson Advisory & Wealth Management
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 1 reviews

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
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Saving for Education

Interests

  • I enjoy making at least one other person happy each day.
  • I am married and have two grown children.
  • My interests include travel, exercise, music, fishing, and golf.
  • I love the great outdoors and spending time with nature.

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2020, 2021, and 2022
  • Ameriprise Circle of Success, 2013, 2014, 2015, 2016, 2017, 2018, 2019, and 2020
  • Carlson Advisory & Wealth Management, Ameriprise Client Experience Award, 2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

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