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

More profiles to browse

Profile Photo
Susannah Orzolek
Financial Advisor and Chief Operating Officer
Profile Photo
Alex Hammersley
Financial Advisor
DM
Dan Moylan
Chief Investment Officer
Profile Photo
Marissa Waldron
Financial Planner

You Might Like

MO
Melissa Opel
Portfolio Manager
Northern Capital Management Inc
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services