Carlson Financial ServicesCarlson Financial Services
Agile. Personal. Flexible.
Agile. Personal. Flexible.
The mission of Carlson Financial Services, LLC is to provide a platform whereby clients can align their giving, spending and savings to be consistent with their faith and their family’s priorities. The investment advisor representative’s goal is to help you protect and grow your wealth by thoroughly listening to your unique objectives and goals and from there, design proven, innovative strategies that meet those needs. You are the steward. Let’s help you get there.
The mission of Carlson Financial Services, LLC is to provide a platform whereby clients can align their giving, spending and savings to be consistent with their faith and their family’s priorities. The investment advisor representative’s goal is to help you protect and grow your wealth by thoroughly listening to your unique objectives and goals and from there, design proven, innovative strategies that meet those needs. You are the steward. Let’s help you get there.
Rob joined Carlson Financial Services, LLC in March 2016 in order to serve clients financially and provide sound, independent advice that allows each client to align their faith and values with their finances. With this holistic approach, Rob integrates the 6 Key Areas of Planning into a comprehensive financial plan tailored for each individual’s specific needs, goals, and desires.
Rob is a Raleigh native, has been married almost a decade, and serves as a Deacon at his local church. Outside of the office, he is usually bass fishing or enjoying the North Carolina mountains.
As an Investment Advisor Representative, he currently holds a Series 65 Securities License, along with his Bachelor of Science degree in Accounting from North Carolina State University.
Mary brings her commitment to provide the best customer service possible to Carlson Financial Services, LLC every day. She is the glue between our investment advisor representative and our family of clients concentrating always on the details. With 25 years experience in customer success, Mary has a calling to help people and knowing that her hard work, honesty, and sense of humor has helped a client is what keeps her coming to work, day in and day out. You will find Mary in the kitchen cooking when she is not in the office as she loves to entertain and to make delicious Italian inspired dishes. On her days off Mary spends time with her husband exercising, going to the lake, enjoying the outdoors, and having fun with their Cavachon dogs.
As a graduate of Florida International University, with a BA in Accounting and her vast experience at top Fortune 100 companies, Vivian plays a vital role at Carlson Financial Services, LLC. Her responsibilities include all Operations, and she works hand in hand with Roy Carlson, her husband, in directing the focus and growth of the company. Her hard work, honesty, and effective communication skills in both Spanish and English are an asset to the client and her colleagues.
Roy has been preaching, teaching, and presenting biblical financial stewardship for over 24 years. His experience ranges from working with Fortune 500 companies to supporting and serving missions and ministries. He currently sits on 2 boards. With a BA in Finance from Liberty University, Roy continues to align his faith with his business practices. His current emphasis is on continuing to author books and curricula that aim to encourage individuals to be good stewards. Roy's core values of God 1st, family 2nd, and career 3rd have been his strong foundation. His authentic and personal approach to sharing his knowledge has significantly impacted lives. Roy has been married for over 26 years, is a homeschooling dad to his 2 daughters and when he is not writing or speaking you will find him either golfing or flying.
Rob joined Carlson Financial Services, LLC in March 2016 in order to serve clients financially and provide sound, independent advice that allows each client to align their faith and values with their finances. With this holistic approach, Rob integrates the 6 Key Areas of Planning into a comprehensive financial plan tailored for each individual’s specific needs, goals, and desires.
Rob is a Raleigh native, has been married almost a decade, and serves as a Deacon at his local church. Outside of the office, he is usually bass fishing or enjoying the North Carolina mountains.
As an Investment Advisor Representative, he currently holds a Series 65 Securities License, along with his Bachelor of Science degree in Accounting from North Carolina State University.
Mary brings her commitment to provide the best customer service possible to Carlson Financial Services, LLC every day. She is the glue between our investment advisor representative and our family of clients concentrating always on the details.
With 25 years experience in customer success, Mary has a calling to help people and knowing that her hard work, honesty, and sense of humor has helped a client is what keeps her coming to work, day in and day out.
You will find Mary in the kitchen cooking when she is not in the office as she loves to entertain and to make delicious Italian inspired dishes. On her days off Mary spends time with her husband exercising, going to the lake, enjoying the outdoors, and having fun with their Cavachon dogs.
As a graduate of Florida International University, with a BA in Accounting and her vast experience at top Fortune 100 companies, Vivian plays a vital role at Carlson Financial Services, LLC. Her responsibilities include all Operations, and she works hand in hand with Roy Carlson, her husband, in directing the focus and growth of the company. Her hard work, honesty, and effective communication skills in both Spanish and English are an asset to the client and her colleagues.
Roy has been preaching, teaching, and presenting biblical financial stewardship for over 24 years. His experience ranges from working with Fortune 500 companies to supporting and serving missions and ministries. He currently sits on 2 boards. With a BA in Finance from Liberty University, Roy continues to align his faith with his business practices. His current emphasis is on continuing to author books and curricula that aim to encourage individuals to be good stewards. Roy’s core values of God 1st, family 2nd, and career 3rd have been his strong foundation. His authentic and personal approach to sharing his knowledge has significantly impacted lives. Roy has been married for over 26 years, is a homeschooling dad to his 2 daughters and when he is not writing or speaking you will find him either golfing or flying.
13341 Falls of Neuse, Suite 201
Raleigh, North Carolina 27614
O. 919.554.0080 | f. 919.554.3922
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Carlson Financial Services, LLC., and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.
Investment advisory services offered by duly registered individuals on behalf of CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Carlson Financial Services, LLC are unaffiliated entities.
Insurance products and services are offered through Carlson Financial Services, LLC. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of NC or where otherwise legally permitted.
Carlson Financial Services, LLC. and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Not registered as an IA (investment advisory) services.