Delivering actionable guidance focused toward tangible outcomes.

About Me

Greg Carlson

Gregory Carlson, AIF

Vice President/Investments

Greg has been a local financial advisor to investors in the beautiful Sarasota community for more than 30 years. Prior to joining Stifel in 2009, he served as a financial advisor with Merrill Lynch, Robert W. Baird & Co., Legg Mason, Prudential Securities, and PaineWebber.

Greg holds Series 7, 31, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including long-term care and annuities). He also holds the Accredited Investment Fiduciary® designation.

My Approach

By taking a holistic approach to investments, I strive to get to know you and the bigger picture of your life. I do this by digging deeper to understand all of your assets and estate planning concerns. I want to know how life events such as illness or buying a home could impact your wealth, family dynamics, values, and so on. This approach is designed to build a relationship on which your wealth management is founded.

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My Philosophy

Leveraging three decades of hands-on experience working with a diverse group of investors, I develop comprehensive investment plans specifically tailored to my clients’ unique objectives, delivering a customized strategy that incorporates risk management strategies, diversification, periodic communication, and education.

I provide investment and wealth management guidance to small business owners, entrepreneurs, and seasoned professionals. With your needs in mind, my consultative process includes:

1. Evaluating your current and potential financial situation
2. Understanding your financial goals
3. Developing customized investment strategies
4. Implementing your investment plans
5. Providing periodic review discussions and timely communication

^{Diversification does not ensure a profit or protect against loss.}

What to Expect

When working with me, you can expect solid communication skills paired with the ability to explain financial concepts well. As your financial advisor, I hope to accomplish three goals: to address your complex financial needs, to work with you step by step on your financial journey, and for you to be happy that you found me.

In my more than 30 years of experience as a financial advisor, I have found that clients want:

Someone who will understand their current situation.
With my extensive background, I have seen most financial situations before. I can empathize with clients and make them feel heard.

Someone who is willing and able to educate.
I call it having “the heart of a teacher.” Keep it simple and easy to understand.

Someone who understands their financial aspirations.
Every person is at a different place in life with unique wants and needs. We each have a different amount we need to save for retirement or a different level of life insurance needs. You may know what you want to have, but do not know how to set realistic goals – there are so many variables, such as market returns, inflation, taxes, current lifestyle expenses, and projected income needs and expenses. I can help you work toward these financial goals, both short- and long-term.