Anna joined Carlson Financial in 2013 and meets with clients to develop strategies and recommendations for building and protecting clients' assets. Anna enjoys establishing great relationships with each client, in true partnership with clients' needs and goals. In her spare time, Anna spends most of her time with family and friends. While she doesn't enjoy losing to her mother (Kay Lyn) playing cards (especially Nertz), she does enjoy beating her in Yahtzee approximately 28% of the time.
Anna Carlson
Financial Advisor
Carlson Financial
United States, Virginia, Virginia Beach
About Me
Profile Information
Financial Advisor
Carlson Financial
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Virginia Beach
Virginia
United States
Oct 8, 2025
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