Jeffrey P Carlson
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Office: 704-442-4548

6235 Morrison Blvd
Charlotte, NC 28211-3508

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Staff

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients. If you need to schedule an appointment, make changes to your current accounts, submit a claim or request any other service, please let us know. We will respond promptly.

Jonathan Henry Smith
Associate Financial Representative
j.h.smith@nmfn.com
(704) 442-4550

Jonathan has been with Jeff Carlson’s team since 2007. Jonathan is a 2007 graduate of the University of North Carolina at Charlotte with a B.S. degree and concentration in finance. He holds his North Carolina Life & Health License and Series 6 & 63. Jonathan works closely with Jeff on business development.

 Jonathan Henry Smith
Kristen E Williams
Executive Assistant
kristen.e.williams@nmfn.com
(704) 442-4416

 As Jeff Carlson’s Executive Assistant Kristen supports the Jeff Carlson team with client relations and various marketing duties.

 Kristen can assist you with:

 
·         Scheduling and confirming your appointments
·         Owner/ beneficiary changes
·         Billing changes
·         General policy and Insurance Service Account (ISA) information and changes.