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."



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:

Social Security Webcast Replay – View Now

Learn to navigate your options and make informed decisions based on your unique circumstances in this free 30-minute webcast, Maximizing Social Security: How and When to Claim Your Benefit.

View now>

Consumer Confidence is Low, So Why are the Markets Doing so Well?

This month’s podcast dives into consumer confidence and how it along with other factors can impact the economy. View it now. Like what you hear? You can subscribe to the podcast on iTunes or RSS.

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.