Dennis A Carlson
Wealth Management Advisor
10100 INNOVATION DR
MIAMISBURG, OH 45342
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 1996Vice PresidentChartered Financial Consultant® (ChFC®)Wealth Management AdvisorM.S. Logistics Management, AFITB.A. Business, University of WashingtonKathy and I have been Dayton residents since 1984Chartered 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.
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
Phone: (937) 847-4028
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer, Member FINRA and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Bank of America, N.A., and Merrill Lynch Life Agency Inc. are wholly owned subsidiaries of Bank of America Corporation.
Investment products, insurance and annuity products:
MLPF&S and Merrill Lynch Trust Company make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BofA™ Global Capital Management.