Full Name
Patrick Carlson
Job Title
Vice President of Wealth Services
Company
Adviser Investments
Speaker Bio
Patrick is the Vice President of Wealth Services at Adviser Investments where he helps high net worth families simplify and manage their complex financial lives. Before joining Adviser Investments, Patrick was the manager of practice development at WealthCounsel and an estate planning attorney.
Patrick received his JD from the University of Oklahoma (2009) and his Tax LLM from the University of Florida (2010). He is licensed in Oklahoma (2009) and Massachusetts (2015 - inactive).
Patrick received his JD from the University of Oklahoma (2009) and his Tax LLM from the University of Florida (2010). He is licensed in Oklahoma (2009) and Massachusetts (2015 - inactive).
