Merrill Lynch Financial Advisor Mark C Carlson
200 Central Avenue, St. Petersburg, Florida, United States
About the Merrill Lynch Financial Advisor Mark C Carlson
Merrill Lynch Financial Advisor Mark C Carlson is a finance institution located at 200 Central Avenue, St. Petersburg, Florida, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Mark Carlson, the founder of the Carlson Group, has grown a robust personal business and transformed it into a collaborative team built on confidence and continuity. Mark has obtained his Chartered Retirement Planning Counselor, CRPC designation and is registered to do business in 44 states. Alistair, a Financial Advisor at the Carlson Group, manages business advisory services and has a background in economics and Spanish studies. Lori, the Wealth Management Associate, brings singular knowledge and experience to the team. The team at Merrill Lynch Wealth Management focuses on helping clients achieve their financial goals by listening to their needs and providing personalized financial plans. Through the Investment Personality Assessment, the team gains a deeper understanding of clients' investing preferences and goals. The team offers access to the global investing capabilities of Merrill and banking solutions from Bank of America to help clients address their financial needs. The Carlson Group team offers personalized financial strategies aligned with clients' goals, helping them achieve financial success. With Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals. The team at Merrill Lynch Wealth Management Advisors helps clients navigate the financial complexities of life, offering customized investment approaches to pursue their goals. The team is dedicated to putting clients first, providing one-on-one relationships and personalized service.
Photos of Merrill Lynch Financial Advisor Mark C Carlson
200 Central Ave, St. Petersburg, FL 33701, United States
Opening hours of Merrill Lynch Financial Advisor Mark C Carlson
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Merrill Lynch Financial Advisor Mark C Carlson
"I was referred to the Carlson Group by friend who's used their services for many years and am so impressed with the financial gains they've produced that I'm convinced Mark Carlson is the best, most reputable and safest financial advisor to deal with, and am so grateful to have found him. I thought I was going to have to take some courses in investing before I found him, and feel now that it won't be necessary because he's a great teacher and explains everything so well, I feel he's teaching me everything I need to know about investing which is an added benefit. He's very friendly, gives great service and I highly recommend him to all my friends."
"My entire family has used The Carlson Group for decades with 5 Star results in every respect, through good financial cycles and bad, and we are all so happy with the financial gains they've made for us the entire time, we would never consider doing business elsewhere, and highly recommend this tried and proven company to everyone. Mark Carlson is just a genius at what he does, is wonderful at explaining everything you need to know about investing, using examples that you can remember, and I sleep well at night knowing my investments are in his good care. He has a great personality and is a pleasure to do business with, he sincerely cares about his clients, is generous with his time, has always responded immediately if I needed questions answered or needs taken care of, and if you choose him as your financial advisor, I'm sure you will feel as my family and friends do, that it was one of the best decisions you ever made. Mrs. Susan Newsom 3/15/2023"
"Very poor customer service. My account was transferred to this group after my other financial advisor left. Pierre was hard to reach and didn’t return my phone calls. He processed a transaction incorrectly. I ended up closing my accounts and moving my funds to another company."
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