"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
Jeff Carlson is a member of the Myers Park Presbyterian Church.
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:
- 2013 Investment Report
- Power of the Portfolio
- Video: Permanent Life Insurance - A Unique Asset
- 8 Steps for Successful Entrepreneurs
- Getting the Most Out of Your Charitable Gifts
- 6 Essential Steps for Every Estate Plan
- Add Flexibility to Irrevocable Life Insurance Trusts
- 7 Ways Life Insurance Improves Your Balance Sheet
- Northwestern Mutual tops industry in life, DI dividends paid
- Northwestern Mutual Investment Information