CoverProfile

Anna Carlson

Financial Advisor

Carlson Financial

United States, Virginia, Virginia Beach

About Me

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.

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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