Cassidy Carlson,
CFP®, CIMA®, CPWA®
Associate Vice President, Investments
Before joining my dad, Kurt Carlson, at Hefren-Tillotson in July 2017, I spent my first year after college in the fashion industry. I started my career with TJX Companies, a fashion and lifestyle company based out of Boston. Wanting to be closer to my family, I moved back to Pittsburgh where I worked for a local boutique in Aspinwall. When the opportunity arose to join my dad at Hefren-Tillotson, I felt drawn to shifting my career from helping people feel confident in what they wore to helping them feel confident in their financial futures. Ever since my first day, I've always kept a framed picture from many years ago at my desk of me sitting on my dad's lap in his first office at Hefren-Tillotson. Little did I know that he had kept it in his office all those years, only for us to one day work together!
As part of the Carlson Group here at Raymond James, I work as a financial advisor, helping clients of all ages and backgrounds with a variety of financial planning needs including insurance, education, retirement, investment, tax planning strategies and estate planning. No matter what your financial goals are, I'm here to help you understand where you are and plan for how to get you to where you want to be.
I graduated from The Ohio State University in 2016 and received my bachelor's degree in both business administration and human ecology. I also hold executive education certificates from the Yale School of Management in investment management theory and practice and wealth management theory and practice. I am a CFP® practitioner, CIMA® professional and a CPWA® certificant.
I am a Pittsburgh native, and I currently reside in Cranberry Township with my husband, Saied, and our two miniature dachshunds, Ginny and Juniper. In my free time, I enjoy spending time with my family and friends, learning how to make pasta from scratch with my husband and traveling.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.