Daniel L Carlson, RICP®

Wealth Management Advisor


Dan and his wife, Erin, relocated to Tampa, Florida in 2014 after spending the bulk of the prior 10 years in Washington, DC.  Tampa is Erin's hometown and they have enjoyed getting acclimated and getting involved in their new community in recent years.  When not working, Dan & Erin enjoy spending time with friends, family and traveling.  Dan played golf collegiately at Davidson College and still enjoys playing whenever possible.  Dan & Erin are members at the First Presbyterian Church of Tampa and are each involved in numerous other charitable and philanthropic causes. 



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