Angela Webster Carlson AIF®, CFP®, ChFC®

Financial Consultant

Angela, an Accredited Investment Fiduciary®, CFP®, ChFC®, is dedicated to providing integrated wealth management strategies to assist clients in accomplishing important financial goals. Her goal is to fully understand her clients to provide advice and strategies that add value and provide financial confidence.

Angela has over 18 years of experience in the financial services industry and holds a MBA from Norwich University and a BA from University of Vermont. She serves on the Board of Directors of the Siesta Key Chamber of Commerce as well as serving on the Board of Directors of the Humane Society at Lakewood Ranch and is a member of Sisterhood for Good Women’s Giving Circle.