Gregory Carlson is a senior vice president in wealth management with Raymond James. While focusing his business on his clients’ individual financial objectives, Greg believes the most successful wealth management strategies look at the big picture. It is this comprehensive, strategy-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Greg apart.
Greg is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Greg works hard to enhance and preserve your investments, while assisting you with your goals through long-term financial strategies using retirement planning, portfolio management, insurance needs, estate planning and more.
Greg is a Florida native (I was born in Pensacola), grew up in Crystal Lake IL, and has lived in Sarasota since 1985. Greg graduated from Southern Illinois University with a degree in communications. When not working, Greg enjoys traveling with his wife, Bonni, and their children.