About Me

Greg Carlson

Gregory John Carlson

Gregory Carlson, AIF

Vice President/Investments

Greg has been a local financial advisor to investors in the beautiful Sarasota community for more than 35 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, 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.

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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 needs and concerns. I want to know how life events such as illness or buying a home could impact your wealth, family dynamics, and more. This approach is designed to build a relationship on which your wealth management is founded.

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My Philosophy

Leveraging more than 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 review discussions, and education.

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What to Expect

When working with me, you can expect solid communication skills paired with the ability to explain financial concepts in way that you can understand and apply to your life.  As your financial advisor, I hope to accomplish three goals: 1) to address your complex financial needs, 2) to work with you step by step on your financial journey, and 3) for you to be happy that you found me.

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