Jeffrey P Carlson, CFP®, CLU®, ChFC®

Wealth Management Advisor

My Mission

"I own a full spectrum financial services practice with a focus on wealth accumulation and estate planning.  I help show my clients how to use tax-advantaged strategies effectively and make sure they are prepared for significant life events."


Jeff Carlson featured in the Charlotte Business Journal's 40 Under 40

The Charlotte Business Journal’s 2014 honorees are individuals who are making major strides in their careers as well as being impactful within the community.  Jeff came to Charlotte in 2000, without friends and family in the area, and knew this is where he wanted to call home. He opened his own practice as part of Northwestern Mutual in Charlotte and has consistently been a top producer over the last five years.  In addition, he was the youngest recipient of Northwestern Mutual’s prestigious Forum Award (which he has received every year since 2003), which recognizes an outstanding year of helping clients throughout the region achieve financial security.  Equally important to Jeff is his devotion to giving back and being impactful within the community.  He and his wife, Anne Brady Carlson, support and volunteer for various organizations within the Arts, Healthcare, Youth, and Educational sectors of North Carolina.

Learn More About Jeff Carlson

To learn more about Jeff's community involvement and view recent photos, please visit his Personal and Community Involvement pages.

Jeff Carlson is a member of the Myers Park Presbyterian Church.

Jeff and Anne Brady are affiliated with the United Way  , Opera Carolina, the Mint Museum, and the Blumenthal Performing Arts Center.

Northwestern Mutual's client appreciation event welcomed UNC Chapel Hill Men's Basketball Coach Roy Williams for brunch with financial representatives and their guests.

Jeff Recommends these articles:

2015 Dividend Announcement

Northwestern Mutual’s expected $5.5 billion dividend in 2015 will once again lead the industry.

How Prepared Are You for Health Care Costs in Retirement?

Medicare is not intended to cover all of your health care costs in retirement. Download this white paper to understand its four main parts and what it does and does not cover.

Download now

Permanent Life Insurance and Building Financial Security

View this brief video to learn about the major benefits permanent life insurance can offer, from cash value accumulation to tax benefits and more.