Dan Carlson

About Dan Carlson

In the world of business, the people who are most successful are those who are doing what they love.” - Warren Buffett In addition to the title of wealth management advisor, I proudly play the role of listener, advocate, communicator and coach on behalf of my clients. Throughout my career in financial services, a fundamental element that continuously draws me to working one-on-one with clients is the opportunity to build lasting, forward-looking and empathetic personal relationships. I believe such relationships are critical to creating and maintaining financial peace. Building trust and establishing confidence starts with our discovery conversations. Such discussions will help pinpoint priorities and objectives across all aspects of life – personal, professional and financial. Our team is committed to creating a comprehensive, data-backed financial plan specific to your personal situation and supported by well-thought-out strategies and time-tested tools. We recognize that change is a constant in life so your plan must be nimble and adaptable, while also recognizing the importance of staying the course towards your longest-term, most substantial financial priorities. If you have questions about your current plan or if you are interested in an introductory call, let’s Specialties: Wealth Management | Comprehensive Financial Planning | Retirement Income Planning | Building Relationships | Business Strategy + Planning | Life Insurance | Investment Strategies

Experience

1. Wealth Management Advisor

   Northwestern Mutual

   Jan 2014 — Present · Tampa, FL, US

   At the beginning of every process and at the start of every journey, there is always a first step. That initial action often sets the tone for both the course taken and the decisions made thereafter; it is the compass by which we navigate.When beginning a new client relationship, the most critical and initial role I play is that of listener. Throughout our introductory conversations, my objective is to learn your story while gaining an understanding of the people and priorities that are most important to you. With these factors in mind, we will craft a detailed, comprehensive data-backed financial plan that is sensible, secure and sustainable, while also flexible enough to evolve when necessary. Planning is a continuous process. After your initial financial plan creation, it will be reviewed to measure progress, renewed, and amended as circumstances dictate, ensuring that your plan maintains alignment with your future vision. Listener. Advocate. Communicator. Coach. While based in Tampa, my team and I also work closely with professionals, families and closely held businesses in hub cities across the United States. We have established long-term partnerships in Washington D.C, New York, Boston, Chicago, Dallas, Los Angeles, and San Francisco, where we continue to cultivate relationships.If you have questions regarding the financial planning process or your own circumstances, please feel free to contact me directly:

Education

• Davidson College

  Bachelor of Arts (B.A.), History

  1998 — 2002