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Angela Webster Carlson, CFP®, ChFC®, AIF®, MBA

Angela webster carlson, cfp®, chfc®, aif®, mba

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location of Angela Webster Carlson, CFP®, ChFC®, AIF®, MBASarasota, Florida, United States
Phone number of Angela Webster Carlson, CFP®, ChFC®, AIF®, MBA+91 xxxx xxxxx
Followers of Angela Webster Carlson, CFP®, ChFC®, AIF®, MBA225 followers

  • Timeline

    Mar 2005 - Jan 2012

    VP Wealth Management Officer

    People's United Bank Wealth Management
    Jan 2012 - Apr 2023

    Trust Officer

    Community Bank Trust Services
    Jan 2018 - Apr 2023

    Financial Consultant

    OneGroup Wealth Investment Services
    Oct 2022 - Apr 2023

    Investment Advisor

    OneGroup Wealth Partners
    Current Company
    Apr 2023 - now

    Vice President - Wealth Advisor

    Canandaigua National Trust of Florida

  • About me

    Vice President - Wealth Adviser, Canandaigua National Trust Company of Florida

  • Education

    • Norwich university

      2010 - 2012
      Master of business administration - mba organizational leadership

    • University of vermont

      1992 - 1997
      Bachelor of arts - ba psychology

  • Experience

    • People's united bank wealth management

      Mar 2005 - Jan 2012
      Vp wealth management officer

    • Community bank trust services

      Jan 2012 - Apr 2023
      Trust officer

    • Onegroup wealth investment services

      Jan 2018 - Apr 2023
      Financial consultant

    • Onegroup wealth partners

      Oct 2022 - Apr 2023
      Investment advisor

    • Canandaigua national trust of florida

      Apr 2023 - now
      Vice president - wealth advisor

  • Licenses & Certifications

    • Accredited investment fiduciary

      Fi360 (now broadridge)

    • Chartered financial consultant (chfc)

      The american college of financial services

    • Certified financial planner (cfp)

      Cfp board

    • Series 66

      Finra

    • Florida 215

      Florida department of financial services

    • Open water diver

      Naui worldwide
      Apr 2018

    • Series 7

      Finra

  • Volunteer Experience

    • Board Member

      Issued by Humane Society at Lakewood Ranch on Feb 2019
      Humane Society at Lakewood RanchAssociated with Angela Webster Carlson, CFP®, ChFC®, AIF®, MBA

    • Board Member

      Issued by Siesta Key Chamber Of Commerce on Apr 2022
      Siesta Key Chamber Of CommerceAssociated with Angela Webster Carlson, CFP®, ChFC®, AIF®, MBA

    • Member Finance Committee

      Issued by Sisterhood For Good on Oct 2021
      Sisterhood For GoodAssociated with Angela Webster Carlson, CFP®, ChFC®, AIF®, MBA

    • Finance Committee

      Issued by Bennington County Habitat for Humanity on Jan 2012
      Bennington County Habitat for HumanityAssociated with Angela Webster Carlson, CFP®, ChFC®, AIF®, MBA

    • Board Member, Treasurer, Finance Committee Chair

      Issued by Second Chance Animal Center on Jan 2010
      Second Chance Animal CenterAssociated with Angela Webster Carlson, CFP®, ChFC®, AIF®, MBA