Brian G. Carlson, CFP®
Brian is a Wealth Manager and enjoys woodworking.
Brian is a Financial Advisor who works with clients to create customized financial plans that align with their actively managed portfolio to achieve their long term investment goals.
Brian joined Grimes & Company in 2016 after working for Natixis Global Asset Management. Prior to Grimes, he has held various roles within the financial services industry ranging from back office trade settlement to institutional relationship management. He is a graduate of Gordon College with a BA in Finance and Accounting, and he holds the Certified Financial Planner™ (CFP®) designation.
In between work and spending time with his wife and two young children, Brian enjoys building furniture in his woodshop, golf, and sailing his Hobie Cat.
Please Note: Limitations. Neither the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.