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Dennis A Carlson 

Professional Profile

Many people aren’t completely confident in the health of their financial future. To help people address their future needs, I provide a planning-based practice that is tailored to each individual client. Our goal is helping people achieve long-term financial independence.

Typically, my clients are successful, wealthy people with $750k to 10 million in investable assets, who want conservative-to-moderate investment advice. Many have suffered from poor advice or just lack of attention, and want a financial advisor who is educated in the broad base of financial matters.

Before working with me, many of my clients didn’t appreciate the value of working with an advisor who is knowledgeable in all financial subjects. I work hard to provide alternatives that are in the client’s best interest, tailored to their unique financial situation, using the wide base of financial knowledge that the ChFC® education provides. In addtion, I focus on working with retirees who want income from their portfolios, while preserving their estates.

To help prospective clients make the difficult decision to change advisors, I provide a complementary review, a free financially comprehensive Wealth Outlook analysis, and an outline on how we provide long-term, on-going service and support.

Personal financial services advisor since 1996
Vice President
Chartered Financial Consultant® (ChFC®)
Wealth Management Advisor
M.S. Logistics Management, AFIT
B.A. Business, University of Washington
Kathy and I have been Dayton residents since 1984

Chartered Financial Consultant® and the ChFC® mark are the property of The American College, which reserves the sole rights to its use, and is used by permission.

Client Commitment

Dennis Carlson is registered to do business in:AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MD, MI, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV

For questions regarding registration information please contact your Financial Advisor.
Dennis  Carlson

Wealth Management Advisor
Vice President

Merrill Lynch
10100 innovation dr
miamisburg, OH  45342 

Phone(937) 847-4028


C8476318 (JCA*******801)